Insurance & Finance Solutions Consultant

Catie Walther State Farm Agency; Lewes (DE); Presencial; USD 40.000 - 65.000; Tempo integral

Resumo da vaga

Catie Walther State Farm Agency in Lewes, Delaware is hiring a Multiline Sales Representative to provide consultative insurance and financial service solutions across auto, home, renters, life, and small business lines. This on-site role involves heavy customer interaction, quotes, and policy reviews in a community-focused setting.

You will handle inbound/outbound calls, schedule appointments, and collaborate with teammates to meet sales and service goals while actively participating in local

Qualificações

• Demonstrated skills in customer service, relationship building, and consultative communication.
• Sales and business development skills, including lead generation, follow-up, and closing techniques.
• Ability to learn and explain insurance and financial service products clearly and compliantly.
• Strong organizational, time management, and attention-to-detail skills for handling multiple customer accounts.
• Comfort with using computers, CRM or agency management systems, and standard office software.

Responsabilidades

• Make outbound and inbound calls, schedule and conduct appointments.
• Prepare quotes and follow up on leads from marketing and referrals.
• Support policy reviews and handle basic service requests.
• Document interactions in agency systems and collaborate with teammates to meet sales/service goals.
• Assist with local outreach and community initiatives to strengthen customer relationships.

Conhecimentos

Customer service

Relationship building

Consultative selling

Sales & business development

Product knowledge

Organization & time management

CRM software

Delaware licensing

Formação

High school diploma

Post-secondary education in business/finance/marketing

Ferramentas

CRM software

Descrição da vaga

Catie Walther State Farm Agency in Lewes, Delaware is hiring a Multiline Sales Representative to provide consultative insurance and financial service solutions across auto, home, renters, life, and small business lines. This on-site role involves heavy customer interaction, quotes, and policy reviews in a community-focused setting.

You will handle inbound/outbound calls, schedule appointments, and collaborate with teammates to meet sales and service goals while actively participating in local