Receptionist - State Farm Agent Team Member
State Farm
ROLE DESCRIPTION: As a Receptionist - State Farm Agent Team Member with Zara Pham - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Katy, TX and help customers with their insurance and financial services needs, including:
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.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Katy, TX and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
Vacancy posted 4 days ago
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