Insurance Account Representative

Are you outgoing and customer-focused? Do you enjoy working with the public? Do you have a desire to be a State Farm agent in a few years?  I am looking for someone who is wanting to learn what it takes to be successful and then doing it every day.


Job Purpose To assist in the marketing of State Farm life, auto, home, health, banking, mutual fund products and other financial services products, as an employee of a State Farm independent contractor agent.   EXPERIENCE AND KNOWLEDGE_________________________________________

 

• Experience in a variety of computer applications, particularly Windows applications, desirable
• Demonstrated leadership skills preferred
• Experience in marketing and customer service desirable
• Knowledge of the following is desirable: life, health, bank, and/or mutual fund products

 

SKILLS/ ABILITIES_____________________________________________ _______

 

• Ability to become fully licensed to market Sate Farm financial services products, including life, health, bank and mutual funds.
• Ability to present and solicit financial services products to potential and existing clients
• Ability to conduct needs based marketing interviews with potential and existing clients
• Ability to explain complex financial issues in understandable terms
• Ability to effectively relate to customers
• Strong listening, oral, and written communications skills
• Ability to take initiative and act effectively both individually and as a member of a team without direction
• Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the State Farm organization
• Ability to learn and become proficient with various computer applications
• Ability to adapt to changing market conditions and a dynamic work environment
• Ability to pay close attention to detail and accuracy
• Ability to handle multiple tasks and maintain strong organizational skills
• Ability to meet deadlines and work under pressure

 

JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS___________

 

• Successfully complete and maintain all state, federal and State Farm requirements – including licensing and securities registration - to market and service designated State Farm products and services
• Remain current in all product changes and technical developments, and participate in company and industry training sessions as required
• Complete training as required, including Compliance and Information Security Awareness
• Remain current in all Continuing Education (CE) courses as required

Prefer someone with their Life/Health and Property/ Casualty license.  If you have your Series 6 and 63 it is a plus.  If you do not have these license you would be willing to obtain them before you start.

If this sounds like you, please forward your resume' by email to Don@donclementsinsurance.com.