Insurance & Financial Services Associate

Steven Morrow - State Farm Agent; Collegeville (PA); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Growth potential

Job summary

Steven Morrow - State Farm Agent in Collegeville, PA is seeking an Insurance and Financial Services Team Member to join a dynamic, growth-focused office. The role combines customer service, needs-based conversations, and sales activities to help clients protect their futures.

You will develop leads, schedule appointments, and educate customers on available coverages while pursuing licensing for Property & Casualty and Life and Health.

Qualifications

• Sales experience preferred.
• Track record of meeting sales goals/quotas preferred.
• Excellent communication skills - written, verbal and listening.
• 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.
• People-oriented, self-motivated, detail oriented.
• Ability to make presentations to potential customers.
• Achieve mutually agreed upon marketing goals.
• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Responsibilities

• Provide prompt, accurate, and friendly customer service.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Skills

Sales experience

Excellent communication

People-oriented

Self-motivated

Detail oriented

Presentation skills

Goal oriented

Enthusiastic about insurance

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

Steven Morrow - State Farm Agent in Collegeville, PA is seeking an Insurance and Financial Services Team Member to join a dynamic, growth-focused office. The role combines customer service, needs-based conversations, and sales activities to help clients protect their futures.

You will develop leads, schedule appointments, and educate customers on available coverages while pursuing licensing for Property & Casualty and Life and Health.