Job Description
Job Description
ROLE DESCRIPTION :
As an Account Manager with Shuree Hix State Farm Agency, You will have the opportunity to help families make sure they are covered when the unexpected happens.
You have the ability to make someone's worst day a little better. You will successfully market the financial products that manage everyday risks.
We will train you and walk you through the process every step of the way. This positions main focus will be on life insurance products and other financial products that State Farm and our Alliances offer.
We are an agency that is growing in the community and we love giving back to the community that supports us! We do fun events and have fun in the office.
We maintain an atmosphere of flexibility and inclusiveness. We know that the majority of people in the workforce would like a healthy work / life balance and we support that culture.
We value faith, family and the work. If you are of the same mindset and love helping people this job is for you!
RESPONSIBILITIES :
- 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.
QUALIFICATIONS :
- Must have or be able to obtain Life Insurance and Property and Casualty Insurance License must have one or the other before starting.
- Proven experience working as a financial services representative. would be a plus but not required
- Sound knowledge of financial legislation.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals / quotas preferred
BENEFITS :
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Health Credit Incentive
- Life Insurance Policy after 3 months.
- 401k with 3% match after first year.
- Growth potential / Opportunity for advancement within my office
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