ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Lance Kirtley - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Generate leads and actively pursue new business opportunities.
- Educate clients about insurance products and recommend appropriate coverage options.
- Foster strong client relationships through regular follow-ups and proactive communication.
- Maintain accurate client records and manage policy updates efficiently.
QUALIFICATIONS:
- Excellent communication and relationship-building abilities.
- Experience in sales or customer service preferred.
- Goal-oriented and motivated by achieving measurable results.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Life/Health insurance license (required).