Insurance Sales Representative . . .
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
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