Insurance & Financial Services Pro - Flexible Hours

Danrosensfagent; Illinois; Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Flexible schedule

Opportunity for advancement

Paid time off

Company parties

Competitive salary

Training & development

Job summary

State Farm Agent Team Member in Carlyle, IL seeks a Financial Services Representative to join a local office. Responsibilities include building relationships, delivering excellent customer service, educating clients on insurance options, and supporting marketing goals.

Compensation includes salary plus commission/bonus, with paid time off and flexible hours. Growth opportunities are emphasized, with ongoing training and development.

Qualifications

• Interest in marketing products and services based on customer needs.
• 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
• Organizational skills
• Self-motivated
• Detail oriented
• Dedicated to customer service
• Ability to make presentations to potential customers
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about insurance options, coverage, policy changes, transfers, claims, and billing.
• 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 products and services.
• Maintain a strong work ethic with commitment to success daily.

Skills

Customer service

Communication

Presentation skills

People-oriented

Self-motivated

Detail oriented

Organizational skills

Licensing (Property & Casualty)

Job description

State Farm Agent Team Member in Carlyle, IL seeks a Financial Services Representative to join a local office. Responsibilities include building relationships, delivering excellent customer service, educating clients on insurance options, and supporting marketing goals.

Compensation includes salary plus commission/bonus, with paid time off and flexible hours. Growth opportunities are emphasized, with ongoing training and development.