Account Representative - State Farm Agent Team Member

Summary

State Farm Agent is an independent contractor agency serving customers’ insurance and financial services needs. The Account Representative develops new client opportunities, builds customer relationships, schedules appointments, recommends appropriate insurance and financial products, and provides customer-focused service while supporting business growth.

Responsibilities

• Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists, etc
• Establish customer relationships and follow up with customers, as needed
• Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service
• Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals
• Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business

Skills

• 2+ Years of State Farm experience
• Dedicated to customer service
• Self-motivated
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Able to achieve mutually agreed upon marketing goals
• Interested in marketing products and services based on customer needs
• Sales experience preferred (outside sales or inside sales representative, retail sales associate, or telemarketing)

Qualifications

Must Haves

• 2+ Years of State Farm experience
• Dedicated to customer service
• Self-motivated
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Able to achieve mutually agreed upon marketing goals
• Interested in marketing products and services based on customer needs

Nice to Haves

• Sales experience preferred (outside sales or inside sales representative, retail sales associate, or telemarketing)

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Uncapped commission opportunity
• Monthly bonus opportunities
• Paid time off (vacation and personal/sick days)
• Health benefits
• Employee retirement plan with matching
• Travel promotion opportunity
• Growth potential/Opportunity for advancement within my office
• Licensing Assistance
• Job shadowing and training with experienced representatives
• Product knowledge & sales training courses
• Developing sales skills to market insurance products
• Setting sales and growth goals
• Working closely with the agent and management to gain an understanding of the agent’s role and office logistics
• Fully Remote - US