Insurance and Financial Services Position - State Farm Team Member

Planwithhonor; La Crescent (MN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

A local insurance agency in La Crescent, MN is seeking an Insurance and Financial Services Representative. This role focuses on developing leads, educating clients about insurance products, and managing customer relationships. Candidates must have strong communication skills and be self-motivated, with applicable insurance licenses required. The position offers a competitive salary and opportunities for advancement.

Qualifications

• Preferred experience in insurance and financial services.
• Must have applicable insurance licenses or must obtain applicable licensing requirements.
• Ability to multi-task and stay organized.
• Ability to work in a team, multi-task, stay organized and detail-oriented.
• Self-motivated, ethical and honest.

Responsibilities

• Develop leads, schedule appointments, and identify needs.
• Educate customers about insurance options.
• Establish and maintain client relationships.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Provide clients with comprehensive planning and insurance advice.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Remain current in product changes, licensing, and continuing education.

Skills

Strong communication skills

Interpersonal skills

Self-motivated

Detail-oriented

Ability to work in a team

Job description

Insurance and Financial Services Position - State Farm Team Member

Full Time in La Crescent, MN

As an Insurance and Financial Services Representative for DiDonato Insurance & Financial Services, Inc., you will be vital to our daily business operations and customers’ success. We grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. This role focuses on the ability to assess client needs and conduct effective interviews. You will help customers with relevant insurance and financial products to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Benefits

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Responsibilities

• Develop leads, schedule appointments, identify needs, and market appropriate products and services.
• Use a customer-focused, needs-based review process to educate prospects and customers about insurance options.
• Establish, develop and maintain client relationships in insurance and financial services, and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Provide clients with comprehensive planning and insurance advice.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education. Courses on ethical and client centered sales practices will be required.

Qualifications

• Preferred experience in insurance and financial services.
• Strong communication and interpersonal skills.
• Must have applicable insurance licenses or must obtain applicable licensing requirements.
• Ability to work in a team environment, multi-task, stay organized, and be detailed oriented.
• Candidate must be self-motivated, take pride in getting work done accurately and timely, and must be ethical and honest.

Salary commensurate based on experience

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none.