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Financial Services Administrator – State Farm Agent Team Member

Claudia Salas - State Farm Agent
Dallas, TX, US
$40K-$65K a year
Full-time

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Administrator State Farm Agent Team Member.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • 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.

As an Agent Team Member, you will receive...

  • Salary plus commission / bonus
  • Health benefits
  • Profit sharing
  • Paid time off (vacation and personal / sick days)
  • Valuable experience
  • Growth potential / Opportunity for advancement within my agency

Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals / quotas preferred
  • Interest in marketing products and services based on customer needs
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • 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
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Dedicated to customer service
  • Pride in getting work done accurately and timely
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Provide timely and thorough activity reports to agent
  • Experience in marketing
  • Ability to assess customer needs and conduct effective interviews
  • Knowledge of financial services products
  • Bilingual - Spanish preferred
  • Bilingual - Spanish required
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)
  • 30+ days ago
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