Office Representative - State Farm Agent Team Member

Company: Jackdale
Location: Coronado
Posted on: October 31, 2024

Job Description:

ROLE DESCRIPTION:As a with , 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:

• 
  
• Use a customer-focused, needs-based review process to educate customers about insurance options.
  
• Work with the agent to establish and meet marketing goals
  
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  QUALIFICATIONS:
  • 
    
  • insurance licenses
    
  • Must be able to obtain relevant financial service licenses.
    
  • Proven experience working as a financial services representative.
    
  • Sound knowledge of financial legislation.
    
  • Proficiency in Microsoft Office applications.
    
  • Strong mathematical skills.
    
  • Excellent analytical, organizational, and problem-solving skills.
    
  • Effective communication skills.
    
  • Exceptional customer service skills.
    
  • Successful track record of meeting sales goals/quotas preferred
    BENEFITS:
    • 
      
    • Salary plus commission/bonus
      
    • Paid time off (vacation and personal/sick days)
      
      
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Keywords: Jackdale, Rowland Heights , Office Representative - State Farm Agent Team Member, Administration, Clerical , Coronado, California