Insurance & Financial Services Advisor

Dave Osborne - State Farm Agent; Forest City (IA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Group Life Insurance Benefits

Paid time off (vacation and personal/s

ick days)

Job summary

Dave Osborne - State Farm Agent is seeking an Account Representative to join a State Farm independent contractor team. The role focuses on educating customers about insurance options through a needs-based review and collaborating with the agent to meet marketing goals.

You will develop leads, schedule appointments, and promote relevant products and services to clients. The position emphasizes teamwork, excellent interpersonal skills, and the possibility of obtaining required licenses.

Qualifications

• Excellent interpersonal skills.
• People-oriented.
• Organizational skills.
• Ability to work in a team environment.
• Property and Casualty license (must be able to obtain).
• Position may require irregular working hours.
• Bachelor's degree preferred.

Responsibilities

• Educate customers about insurance options using a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Interpersonal skills

People orientation

Organizational skills

Teamwork

Education

Bachelor's degree preferred

Job description

Dave Osborne - State Farm Agent is seeking an Account Representative to join a State Farm independent contractor team. The role focuses on educating customers about insurance options through a needs-based review and collaborating with the agent to meet marketing goals.

You will develop leads, schedule appointments, and promote relevant products and services to clients. The position emphasizes teamwork, excellent interpersonal skills, and the possibility of obtaining required licenses.