Insurance Client Advisor – Growth, Flexible Schedule, Bonus

Mike McDonald - State Farm Agent; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Company parties

Signing bonus

Job summary

Mike McDonald - State Farm Agent is seeking a Customer Relations Representative to promote and sell insurance products. The role focuses on building client relationships, educating customers on coverage options, and tailoring solutions to meet individual needs.

You will aim to exceed sales targets through lead generation, prospecting, and closing while delivering exceptional service throughout the process.

Qualifications

• Excellent communication and interpersonal skills.
• Strong negotiation and closing abilities.
• Ability to work independently and as part of a team.
• Goal-oriented with a drive to achieve and exceed targets.
• Knowledge of insurance products and industry practices (training will be provided).

Responsibilities

• Build and maintain relationships with clients to understand their insurance needs.
• Educate clients on various insurance products and coverage options.
• Analyze client requirements and tailor insurance solutions to meet their needs.
• Meet and exceed sales targets through effective lead generation, prospecting, and closing techniques.
• Provide exceptional customer service to clients throughout the sales process and beyond.
• Staying updated on industry trends, products, and regulations to offer informed advice to clients.

Skills

Excellent communication

Negotiation & closing

Teamwork

Goal-oriented

Insurance product knowledge

Education

Bachelor's degree (preferred)

State insurance license (preferred)

Tools

Microsoft Office Suite

CRM software

Job description

Mike McDonald - State Farm Agent is seeking a Customer Relations Representative to promote and sell insurance products. The role focuses on building client relationships, educating customers on coverage options, and tailoring solutions to meet individual needs.

You will aim to exceed sales targets through lead generation, prospecting, and closing while delivering exceptional service throughout the process.