ROLE DESCRIPTION: As an Insurance and Financial Services Representative for Greg Lopeman State Farm Insurance, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships in insurance and financial services.
Provide clients with comprehensive financial planning and insurance advice.
Assist clients with retirement planning, investment management, and insurance needs.
Stay current with market trends and product offerings.
QUALIFICATIONS:
3+ years of experience in insurance and financial services.
Strong communication and interpersonal skills.
NC Producer's license in Property and Casualty
Numbers & Facts
Location
Chapel Hill/Carrboro, NC
Job Type
Full-time
Skills
Business Operationsunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Develop and Maintain Customersunmatched
Financial Servicesunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Marketingunmatched
Operationsunmatched
Sales Managementunmatched
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