Insurance & Financial Services Advisor — Growth & Bonus

Amber Dean - State Farm Agent; Portland (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Amber Dean - State Farm Agent is seeking a customer-focused Insurance Account Position Team Member in Portland, OR. You will develop leads, schedule appointments, and identify client needs while marketing suitable insurance and financial products.

The role emphasizes building relationships, providing prompt service, and meeting marketing goals in a supportive, entrepreneurial agent office environment.

Qualifications

• Must have applicable license or must obtain licensing requirements.
• Sales experience preferred
• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• Excellent interpersonal skills
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Experience in a variety of computer applications, particularly Windows
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential clients
• Achieve mutually agreed upon marketing goals
• Provide timely and thorough activity reports to agent
• Ability to conduct interviews in the office
• Ability to assess client needs and conduct effective interviews
• Ability to effectively relate to a client
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Knowledge of financial services products
• Courses on ethical and client centered sales practices will be required
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.

Skills

Ethical and Honest

Licensing requirements

Sales experience

Marketing interest

Excellent communication skills

Interpersonal skills

People-oriented

Organizational skills

Self-motivated

Detail oriented

Proactive problem solving

Dedication to customer service

Computer skills

Experience with Windows

Teamwork

Multi-tasking

Presentation skills

Marketing goal achievement

Education

Licensing or ability to obtain licensing

Tools

Windows software

Job description

Amber Dean - State Farm Agent is seeking a customer-focused Insurance Account Position Team Member in Portland, OR. You will develop leads, schedule appointments, and identify client needs while marketing suitable insurance and financial products.

The role emphasizes building relationships, providing prompt service, and meeting marketing goals in a supportive, entrepreneurial agent office environment.