Insurance and Financial Services Position - State Farm Team Member

Krina Mallgren - State Farm Agent; Spokane Valley (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Krina Mallgren - State Farm Agent in Spokane Valley is seeking a motivated Insurance & Financial Sales Representative. This role involves generating new business and building client relationships for tailored insurance and financial products.

The ideal candidate has proven sales experience and strong communication skills. The position offers a competitive salary, opportunities for advancement, and additional benefits such as 401(k) matching and paid time off.

Qualifications

• Proven sales experience, preferably in insurance, financial services, or related industries.
• Licenses in insurance and/or securities (e.g., Property & Casualty/Life & Health Insurance License) are highly desirable or willingness to obtain.
• Strong interpersonal, communication, and negotiation skills.

Responsibilities

• Identify, prospect, and acquire new clients through various channels.
• Conduct needs assessments and financial analyses to recommend appropriate insurance policies.
• Present and explain products to prospective and existing clients.

Skills

Proven sales experience

Strong interpersonal skills

Communication skills

Negotiation skills

Self-motivated

Proficient in Microsoft Office

Familiarity with CRM software

Education

Licenses in insurance and/or securities

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Training & development
• Flexible schedule

Job Title

Insurance & Financial Sales Representative

Location

Spokane Valley, WA

Job Type

Full-Time

Department

Sales / Insurance / Financial Services

About Us

Krina Mallgren Insurance Agency is a trusted provider of comprehensive insurance and financial solutions. We are dedicated to helping our clients secure their financial future through personalized service and expert advice. Join our team and play a key role in delivering value and peace of mind to our customers.

Job Summary

We are looking for a motivated and results-driven Insurance & Financial Sales Representative to join our sales team. In this role, you will be responsible for generating new business, building strong client relationships, and providing tailored insurance and financial products that meet clients’ needs.

Key Responsibilities

• Identify, prospect, and acquire new clients through various channels including referrals, networking, and cold calling.
• Conduct needs assessments and financial analyses to recommend appropriate insurance policies and financial products.
• Present and explain insurance and financial solutions to prospective and existing clients clearly and persuasively.
• Develop and maintain long‑term relationships with clients to ensure customer satisfaction and retention.
• Meet or exceed individual and team sales targets and performance metrics.
• Stay current with industry trends, products, and regulatory requirements.
• Collaborate with internal teams including underwriting, claims, and customer service to ensure smooth client experiences.
• Prepare and process sales documentation accurately and timely.
• Participate in marketing and community outreach events to promote products and services.

Qualifications

• Proven sales experience, preferably in insurance, financial services, or related industries.
• Licenses in insurance and/or securities (e.g., Property & Casualty/Life & Health Insurance License) are highly desirable or willingness to obtain.
• Strong interpersonal, communication, and negotiation skills.
• Ability to build trust and rapport quickly with diverse client groups.
• Self‑motivated with a strong desire to succeed and achieve sales goals.
• Proficient in Microsoft Office and CRM software.
• Ethical approach and commitment to compliance with regulatory standards.