Insurance Sales Representative . . .

Michael G Velazquez Insurance And F; Arizona; On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Hourly pay + commission

Job summary

Michael G. Velazquez Insurance and Financial Services Inc. is seeking an Insurance Staff Position member to work with a State Farm agent team.

The role focuses on developing leads, assessing client needs, and presenting suitable insurance and financial products to customers in a friendly, professional manner. The ideal candidate will hold or be willing to obtain an insurance license, be customer oriented, and capable of working in a fast-paced office setting to support marketing goals and daily

Qualifications

• Excellent written and verbal communication skills.
• Ability to learn computer functions and use common software.
• Bilingual – Spanish preferred.

Responsibilities

• Develop leads, schedule appointments, identify customer needs and market appropriate products.
• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries on coverage and billing.
• Conduct client interviews and present insurance options to meet needs.

Skills

Communication

People skills

multitasking

Proactive problem solving

Education

Insurance license (required or obtainable)

Tools

Windows

Job description

Job Description

Insurance Staff Position - State Farm Agent Team Member

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are entrepreneurs that market only State Farm insurance and financial service products.

This position is with Michael G. Velazquez Insurance and Financial Services Inc., not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Desired qualities include:

• Ethical and Honest
• Must have applicable license or must obtain applicable licensing requirements.
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) 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 conduct interviews in the office and in client's home or business
• 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
• Ability to execute a detailed business plan
• Experience in marketing financial products
• Knowledge of financial services products
• Knowledge of life products
• Knowledge of health products
• Knowledge of living benefits products
• Bilingual - Spanish preferred
• 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.

As an agent team member, you will receive:

• Hourly pay plus commission/bonus