Licensed Financial Services Rep State Farm Agent Team Member

P&CP Academy; Wilmington (DE); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading insurance agency is seeking an Experienced Life & Health Insurance Representative to serve as a key resource for clients. The role involves conducting thorough financial reviews, providing guidance on planning, and developing leads while ensuring exceptional service. Successful candidates will possess the necessary licenses and a proactive, sales-driven mindset to thrive in a competitive environment.

Benefits

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Qualifications

• Must hold a State Insurance License, preferably P&C, and Life & Health.
• Driven to meet and exceed quotas and sales targets.
• Self-motivated with the ability to multi-task.

Responsibilities

• Conduct thorough reviews of clients' financial situations.
• Provide guidance on financial planning, including retirement.
• Analyze client data and recommend appropriate solutions.

Skills

Organizational skills

Problem-solving abilities

Sales-driven

Self-motivation

Education

State Insurance License (P&C, Life & Health)

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

Job Description:

As an Experienced Life & Health Insurance Representative, you serve as the first point of contact and go-to resource for both new and existing customers seeking insurance coverage. Your main duties will include, but are not limited to:

1. Conducting thorough reviews of clients' financial situations to identify their needs and recommend appropriate insurance and financial services.
2. Possessing a deep understanding of insurance and financial products, including life, health, and available investment options.
3. Developing leads, scheduling appointments, and actively marketing services to potential and existing customers.
4. Providing guidance on financial planning, such as retirement planning, investment strategies, and risk management.
5. Effectively communicating complex financial information to clients in a clear and concise manner.
6. Understanding financial principles, investment options, and risk management strategies.
7. Analyzing client data, identifying financial needs, and recommending appropriate solutions when warranted.

About Us:

P&CP recruits for State Farm Agents actively seeking top talent. Our affiliates pride themselves on strong values, exceptional service, and unwavering commitment to their customers' needs. It is essential that our applicants align with these core values.

Requirements:

1. Must hold a State Insurance License, preferably P&C, and Life & Health.
2. Passionate about the role of insurance and financial services in helping individuals manage risks.
3. Driven to meet and exceed quotas and sales targets.
4. Organizational skills and proactive problem-solving abilities.
5. Self-motivated with the ability to multi-task.

If this opportunity aligns with your skills and experience, we encourage you to apply today. We will contact you to begin the interview process.

This position is with a State Farm independent agent (not directly with State Farm Insurance Companies). All employees must complete any applicable licensing and training requirements. State Farm agents are independent contractors who hire their own employees. Employees of State Farm agents are not employees of State Farm.