Insurance and Financial Services Position - State Farm Team Member

Jessica Yeatman; Phoenix (MD); On-site; USD 20,664 - 34,440; Part time

Benefits offered by this job

Free uniforms

Opportunity for advancement

Training & development

Bonus based on performance

Job summary

State Farm - Jessica Yeatman Agency seeks an Insurance Sales and Customer Service representative for a part-time, in-office position (16–24 hours per week). You will promote insurance products, assist customers, and provide outstanding service to build lasting relationships.

Ideal candidates have outside or retail sales experience, strong negotiation skills, and the ability to communicate in multiple languages. Training and licensing support are provided by the team.

Qualifications

• Proven outside or retail sales experience in insurance or related fields.
• Strong negotiation skills with clear, multilingual communication a plus.
• Experience in sales administration, analysis, and benefits administration processes.
• Excellent listener with rapport-building and problem-solving abilities.

Responsibilities

• Engage with potential clients through outside sales and community outreach.
• Analyze customer requirements to tailor insurance product recommendations.
• Negotiate terms and coverage options while ensuring regulatory compliance.
• Handle sales administration, applications, records, and lead tracking in ECRM.
• Deliver exceptional service, address inquiries, and guide clients through policy details.
• Collaborate with marketing to attract new customers and retain existing ones.

Skills

Outside sales

Retail sales

Negotiation

Customer service

Bilingual communication

Education

Insurance Producer License (required)

Tools

ECRM systems

Job description

Benefits:

• Free uniforms
• Opportunity for advancement
• Training & development
• Bonus based on performance

Role Description:

Join our dynamic team here at State Farm- Jessica Yeatman Agency as an Insurance Sales and Customer Service representative, where your enthusiasm and communication skills will drive client engagement and foster lasting relationships. In this role, you will actively promote insurance products, assist customers with their insurance needs, and deliver exceptional service that exceeds expectations. Your energy and proactive approach will help clients navigate their insurance options confidently while ensuring they receive personalized support every step of the way. This paid position offers a vibrant environment where your sales expertise and customer service talents can truly shine.

Responsibilities:

• Engage with potential clients through outside sales efforts, including telemarketing and community outreach, to identify insurance needs and present tailored solutions
• Conduct thorough analysis of customer requirements to recommend appropriate insurance products, ensuring clarity and transparency in all communications
• Negotiate terms and coverage options with clients to secure mutually beneficial agreements while maintaining compliance with industry regulations
• Manage sales administration tasks such as processing applications, updating client records, and tracking leads using ECRM systems.
• Provide exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and guiding clients through policy details
• Collaborate with marketing teams to develop strategies that attract new customers and retain existing clients

Experience:

• Proven experience in outside sales or retail sales environments, preferably within the insurance industry or related fields
• Strong negotiation skills with the ability to communicate complex information clearly and effectively in multiple languages (bilingual/multilingual capabilities are a plus)
• Demonstrated proficiency in sales administration, analysis skills, and benefits administration processes
• Excellent communication skills to build rapport with diverse customer bases and convey product benefits convincingly
• Prior experience in customer service roles that require active listening, problem-solving, and relationship management

Important Information:

This is a Part-Time/ In-Office position (16-24 hours per week)

Position pays hourly base + monthly sales commissions.

Office Hours are M/T/W/F. Closed Thursdays

All team members will be required to obtain Auto, Fire, Life & Health Insurance Producers Licensing. We will help!