What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Stuart Nalewaik - State Farm Agent?
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Flexible schedule
ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Stuart Nalewaik - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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 improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain customer relationships in insurance and financial services.
- Make outbound calls to prospective customers to promote State Farm insurance products and services.
- Identify and qualify leads for agents by gathering relevant customer information.
- Stay informed about the various insurance products and services offered by State Farm.
- Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents.
- Provide initial information to potential customers and answer basic questions about insurance options.
- Maintain and update a database of prospects and customer interactions.
- Ensure all communications adhere to State Farm guidelines and compliance standards.
- Prepare regular reports on call activity, lead generation, and appointment scheduling.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- 3 years of experience in insurance and financial services.
- Communication and interpersonal skills.
- Previous telemarketing or sales experience, preferably in the insurance industry.
- Communication and persuasion skills; proficiency in using CRM software.
- Basic understanding of insurance products or a willingness to learn.
- Ability to handle rejection and remain motivated.
- Organizational skills to manage and track multiple leads.
- Professional and courteous telephone manner.
- Focus on achieving targets and contributing to the agency’s growth.
Salary : $52,500 - $87,500
