Life Insurance Specialist

Job Description

Job Description

Aaron Franco - State Farm Agency, located in Catalina, AZ has an immediate opening for a full-time Life Insurance Specialist. Ideal candidate will be a life insurance expert. Someone who has a passion for helping customers identify their financial goals and objectives, then matching the appropriate Life Insurance products to those needs in order to protect the family’s legacy.

The Life Insurance Specialist would act as a catalyst for the promotion and growth of State Farm products and services and extend those relationships. The Life Insurance Specialist has the ability to offer the appropriate mixture(s) of insurance products and services to achieve the client’s financial goals.

Responsibilities include but not limited to:

• Proactively acquire new clients and deepen existing relationships, through outreach, pre-planned appointments, prospect calling, networking, and leveraging existing participation business
• Advise customers on various aspects of recommended and available financial options and services
• Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of existing and new offerings
• Maintain deep knowledge and understanding of State Farm financial services and products
• Develop a pipeline of internal/external referral sources in compliance with State Farm policies and procedures and guidelines
• Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions
• Monitor, track, and report performance of individual sales plans and assigned strategies
• Participate in development and implementation of new/enhanced processes and financial planning
• Performs other duties as assigned or appropriate

Benefits :

• Base Salary plus a competitive commission program.
• Great bonus potential if you are a top performer
• Paid time off - for personal time and holidays.
• Outstanding preparation if you aspire to be a State Farm agent in the future.

Requirements:

• Life & Health license
• Insurance experience is preferred
• Demonstrated successful track record of meeting sales goals and quotas required.
• Enthusiasm and belief about the role insurance and financial products play in people’s lives.
• Proven track record of trustworthiness, dependability and ethical behavior.
• Excellent communication skills: written, verbal and listening.
• Must be awesome at opening doors and getting appointments.