Insurance and Financial Services Position - State Farm Team Member

Honor Didonato - State Farm Agent; La Crescent (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

DiDonato Insurance & Financial Services, Inc. in Minnesota seeks an Insurance and Financial Services Representative to help customers select protection and financial products and to manage risk.

You will build relationships, assess needs through interviews, and act as a liaison between clients and agency departments to deliver tailored solutions. Grow your career by helping the community with compassionate, skilled service.

Qualifications

• Experience in insurance and financial services preferred.
• Excellent communication and interpersonal skills.
• Must have applicable insurance licenses or be able to obtain licensing.

Responsibilities

• Develop leads, schedule appointments, and market appropriate products.
• Educate prospects about insurance options using a needs-based review.
• Establish and maintain client relationships in insurance and financial services.
• Provide prompt, accurate, friendly customer service on inquiries, policy changes, and billing.
• Provide clients with comprehensive planning and insurance advice.
• Maintain a strong work ethic and commitment to success.
• Keep current on licensing, product updates, and ethics training.

Skills

Communication

Interpersonal skills

Licensing requirements

Job description

Benefits:

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

ROLE DESCRIPTION:

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.

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