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
Location
Philadelphia, PA
Job Type
Full-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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