Mulitline Sales Representative

Catie Walther State Farm Agency

Lewes (DE)

Vor Ort

USD 40.000 - 65.000

Vollzeit

Vor 10 Tagen

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Zusammenfassung

Catie Walther State Farm Agency in Lewes, Delaware is hiring a Multiline Sales Representative to provide consultative insurance and financial service solutions across auto, home, renters, life, and small business lines. This on-site role involves heavy customer interaction, quotes, and policy reviews in a community-focused setting.

You will handle inbound/outbound calls, schedule appointments, and collaborate with teammates to meet sales and service goals while actively participating in local

Qualifikationen

  • Demonstrated skills in customer service, relationship building, and consultative communication.
  • Sales and business development skills, including lead generation, follow-up, and closing techniques.
  • Ability to learn and explain insurance and financial service products clearly and compliantly.
  • Strong organizational, time management, and attention-to-detail skills for handling multiple customer accounts.
  • Comfort with using computers, CRM or agency management systems, and standard office software.

Aufgaben

  • Make outbound and inbound calls, schedule and conduct appointments.
  • Prepare quotes and follow up on leads from marketing and referrals.
  • Support policy reviews and handle basic service requests.
  • Document interactions in agency systems and collaborate with teammates to meet sales/service goals.
  • Assist with local outreach and community initiatives to strengthen customer relationships.

Kenntnisse

Customer service
Relationship building
Consultative selling
Sales & business development
Product knowledge
Organization & time management
CRM software
Delaware licensing

Ausbildung

High school diploma
Post-secondary education in business/finance/marketing

Tools

CRM software

Jobbeschreibung

Company Description

Catie Walther State Farm Agency in Lewes, Delaware helps individuals, families, and small businesses protect what matters most. The team provides personalized insurance and financial services, including auto, home, renters, life, and small business coverage, supported by attentive local customer service. The agency is committed to supporting the community, building long-term relationships, and embodying the State Farm “good neighbor” philosophy. Catie Walther State Farm serves customers in Lewes, Milton, and the wider Sussex County area, offering a collaborative environment focused on service, professionalism, and integrity.

Role Description

The Multiline Sales Representative is a full-time, on-site role based in Lewes, DE. This role focuses on consulting with prospective and existing customers to understand their needs and recommend appropriate insurance and financial service solutions across product lines such as auto, home, renters, life, and small business. Daily responsibilities include outbound and inbound calls, scheduling and conducting appointments, preparing quotes, and following up on leads generated through marketing efforts and referrals. The representative will support policy reviews, handle basic service requests, document interactions in agency systems, and collaborate with team members to meet sales and service goals. The role also involves participating in local outreach and community-focused initiatives to strengthen customer relationships and promote the agency’s presence in the area.

Qualifications
  • Demonstrated skills in customer service, relationship building, and consultative communication.
  • Sales and business development skills, including lead generation, follow-up, and closing techniques.
  • Ability to learn and explain insurance and financial service products clearly and compliantly.
  • Strong organizational, time management, and attention-to-detail skills for handling multiple customer accounts.
  • Comfort with using computers, CRM or agency management systems, and standard office software.
  • Previous experience in insurance, financial services, or retail/inside sales is preferred but not required.
  • Willingness to obtain and maintain applicable Delaware insurance licenses (Property & Casualty, Life & Health) as required.
  • High school diploma or equivalent required; post-secondary education in business, finance, marketing, or a related field is a plus.
  • Ability to work on-site in Lewes, DE, including occasional community events or activities outside standard business hours.
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