Insurance Client Advisor — Growth, PTO & Benefits

Monica Lopez - State Farm Agent; Redmond (WA); On-site; USD 24,000 - 48,000; Full time

Benefits offered by this job

Paid time off

Job summary

Monica Lopez - State Farm Agent in Redmond, WA seeks an outgoing, career-minded team member to build customer relationships and promote State Farm products including auto, home, and life insurance. Responsibilities include following up with customers, developing leads, scheduling appointments, and identifying needs while marketing appropriate products.

There is a strong emphasis on a team-oriented, self-motivated individual who can obtain necessary licenses.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal skills; strong written and verbal communication.
• Enthusiastic about insurance and financial products helping clients manage risk and achieve goals.
• Self-motivated, detail oriented, and able to work in a team environment.
• License prerequisites: Property & Casualty and Life & Health licenses obtainable.

Responsibilities

• Establish customer relationships and follow up with customers.
• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Maintain a strong work ethic and commitment to success every day.

Skills

Bilingual - Spanish (preferred)

Interpersonal skills

Communication skills

Self-motivated

Detail oriented

Team player

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

Monica Lopez - State Farm Agent in Redmond, WA seeks an outgoing, career-minded team member to build customer relationships and promote State Farm products including auto, home, and life insurance. Responsibilities include following up with customers, developing leads, scheduling appointments, and identifying needs while marketing appropriate products.

There is a strong emphasis on a team-oriented, self-motivated individual who can obtain necessary licenses.