Insurance and Financial Services Team Member
Location: ALGONA, IA
Job Type: full-time
Company: Billy Offerman - State Farm Agency
Salary: $35000.0 - $65000.0 per year
Category: Sales
Job Description Apply Now
About Us:
Billy Offerman State Farm is committed to providing exceptional service and tailored solutions to our clients. We pride ourselves on our integrity, professionalism, and dedication to helping our community protect what matters most. Our team is growing, and we are looking for a motivated and passionate individual to join us as an Insurance and Financial Services Sales Representative.
Billy Offerman State Farm is committed to providing exceptional service and tailored solutions to our clients. We pride ourselves on our integrity, professionalism, and dedication to helping our community protect what matters most. Our team is growing, and we are looking for a motivated and passionate individual to join us as an Insurance and Financial Services Sales Representative.
Position Overview:
As an Insurance and Financial Services Sales Representative, you will play a vital role in our agency by helping clients understand their insurance needs and providing them with appropriate products and services. You will be responsible for generating leads, building relationships, and closing sales while delivering outstanding customer service. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent.
As an Insurance and Financial Services Sales Representative, you will play a vital role in our agency by helping clients understand their insurance needs and providing them with appropriate products and services. You will be responsible for generating leads, building relationships, and closing sales while delivering outstanding customer service. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent.
Key Responsibilities:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Develop and maintain a strong understanding of State Farm products, services, and industry trends.
- Build and manage a pipeline of prospective clients through networking, referrals, and outreach efforts.
- Conduct needs-based customer consultations to understand clients' financial and insurance needs.
- Prepare and present customized insurance and financial solutions to clients.
- Achieve sales goals and targets while maintaining high levels of customer satisfaction.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide ongoing support and service to clients, ensuring their policies and financial strategies meet their evolving needs.
- Participate in community events and outreach programs to promote the agency and build brand awareness.
- Effectively utilize the customer relationship management tools within the scope of daily activities.
As an Agent Team Member, you will receive...
- Competitive salary with commission and bonus opportunities
- Paid time off (vacation and personal/sick days) and holidays
- Comprehensive training and ongoing professional development
- A supportive and positive work environment
Requirements
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Self-motivated
- Detail oriented
- Strong communication skills
- Ability to make presentations to potential customers
- Technology savvy
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
If you are ready to take the next step in your career and join a dedicated team focused on making a difference in people's lives, we want to hear from you! Please submit your resume and a cover letter detailing your interest in the position to Billy@GoBillyO.com.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.