Sales Development Associate
Farmers Insurance - Jocelyn Severin
Job Description
Job Description
We are seeking a knowledgeable and client-focused Sales Development Associate to join our team. In this role, you will provide expert insurance advice, assess individual and business risks, and deliver tailored insurance solutions. As a licensed professional, you will ensure clients receive accurate, compliant, and ethical guidance across a range of insurance products.
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Competitive Base Salary with Commission Incentives
Responsibilities- Consult with clients to understand their personal, family, or business insurance needs
- Provide professional advise and recommendations on appropriate insurance needs
- Customize insurance plans to fit client requirements, budget, and risk profiles
- Ensure compliance with relevant regulations, ethical standards, and company policies
- Build and maintain strong, long-term relationships with clients
- Assist clients with policy applications, renewals, claims, and ongoing reviews
- Keep currently with industry trends, product changes, and regulatory developments
- Maintain accurate client records and documentation in CRM systems
- Valid certification as an Insurance Advisor
- Active state/provincial insurance license(s) in relevant lines (life, Health, Property, Casualty, etc)
- 2+ years of experience in insurance advising or financial consulting
- In-depth knowledge of insurance policies, underwriting, and claims procedures
- Excellent communication, client service, and interpersonal skills
- Ability to interpret insurance contracts and explain complex concepts clearly
- High ethical standards and strong compliance awareness
- Bachelors degree in Finance, Business, Risk Management, or related field
- Experience advising high-net-worth individuals or corporate clients
- Multilingual skills and cross-cultural communication abilities is a plus
- Familiarity with digital tools and insurance platforms
Vacancy posted 10 days ago
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