Insurance & Financial Services Pro — Growth Path

James-Bild-State-Farm-Agent; Franklin (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401K

Salary plus commission/bonus

Profit sharing

Paid time off (vacation and personal/s

Growth potential/opportunity for advan

Job summary

James Bild - State Farm Agent is seeking an Insurance and Financial Services Team Member in Franklin, WI. You will educate customers about auto, home, and life insurance, build community relationships, and support the agent in meeting marketing goals.

The role involves developing leads, scheduling appointments, identifying client needs, and promoting suitable products while pursuing licensing for Property & Casualty and Life & Health insurance.

Qualifications

• Successful track record of meeting sales goals/quotas preferred.
• Excellent interpersonal skills.
• Excellent communication skills – written, verbal and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage risks, recover from the unexpected, and realize their dreams.
• People-oriented.
• Self-motivated.
• Detail oriented.
• Ability to work in a team environment.
• Ability to make presentations to potential customers.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• 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

Communication skills

People oriented

Self-motivated

Detail oriented

Teamwork

Presentation skills

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

James Bild - State Farm Agent is seeking an Insurance and Financial Services Team Member in Franklin, WI. You will educate customers about auto, home, and life insurance, build community relationships, and support the agent in meeting marketing goals.

The role involves developing leads, scheduling appointments, identifying client needs, and promoting suitable products while pursuing licensing for Property & Casualty and Life & Health insurance.