Financial Services Representative - State Farm Agent Team Member

Paul Hoffman - State Farm Agent
  • Philadelphia, PA
  • Full-time
5 days ago

Job Description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Paul Hoffman - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Develop and maintain strong relationships with new and existing customers.
  •  Identify customer needs and recommend appropriate insurance products and coverage. 
  •  Generate new business through leads, referrals, networking, and outbound calls. 
  •  Follow up with prospects and customers to build long-term relationships. 
  •  Educate customers on Auto, Home, Life, and other insurance products. 
  •  Prepare quotes, explain coverage options, and assist customers through the sales process. 
  •  Meet individual and team sales goals while providing excellent customer service. 
  •  Maintain accurate customer records and follow agency procedures. 
  •  Stay current on insurance products, licensing requirements, and industry changes. 
QUALIFICATIONS:
  • Strong communication skills
  • Sales or customer-facing experience
  • Self-motivated and goal oriented
  • Insurance license preferred (or willingness to obtain)

Numbers & Facts

LocationPhiladelphia, PA
Job TypeFull-time

Skills

  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Life Insuranceunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Track Customer Issuesunmatched
  • Training/Teachingunmatched

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