Insurance & Financial Service Representative

Job Description

Job Description

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Compensation:

$60,000+ At-Goal

• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders

• Conduct  needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services.
• Build and manage a consistent pipeline through  proactive outreach (calls, follow-ups, referrals, community connections, networking, etc).
• Deliver an outstanding client experience by providing  timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews).
• Generate and present quotes, close new business, and support retention through  annual reviews and policy education .
• Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness.
• Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards.

• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Bachelor’s degree preferred; high school diploma mandatory
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Experience using accounting or sales-related software is beneficial

Required/Preferred Skills

• Strong communication skills—comfortable on the phone and in consultative conversations.
• Customer-focused mindset with the ability to influence and educate (not pressure).
• Goal-oriented, self-motivated, and dependable in a fast-paced environment.
• Comfortable learning product information, using technology, and following processes.
• Sales, service, banking, or call-center experience is a plus (but not always required).

Licensing

• Ability to obtain or currently hold applicable state licenses (typically): Property & Casualty (P&C), Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.

At Terrill Mayberry – State Farm Agency, we focus on helping people identify their insurance and financial needs so they can protect their loved ones and manage their financial future. We maintain a culture of integrity and accountability while providing a consistent customer experience.

Our agency values building strong relationships with our policyholders and the community. Throughout the year, our team participates in local events, such as the Birmingham Farmers Market, and volunteers with several local non-profits.

We serve the Metro-Detroit Area and the entire State of Michigan.