Job Description

Job Description

Job Description

ROLE DESCRIPTION:
We are seeking an eager and spirited sales associate to join our prestigious agency. As an account associate with our office, you will successfully market the financial products and insurance policies that manage everyday risks and bring in new clients to our agency. Sales associates on our team will use their comprehensive knowledge of financial products to educate clients on their financial and insurance needs, find new clients for the agency, and review coverages for our current clientele. Join our highly ranked agency and work alongside an extremely sought-after team, while offering clients the means to protect their families and livelihood.

 

  RESPONSIBILITIES:

• Use a client-focused, needs-based review process to educate new clients about insurance options and financial services.
• Work with the agent to establish and meet marketing goals, as well as goals for new client growth. 
• Consistently meet goals for calling new clients.
• Consistently meet goals for educating clients on appropriate financial services and insurance coverage options.
• Focus on positive community outreach.
• Develop leads, schedule appointments, identify client needs, and market appropriate products and services.

QUALIFICATIONS:

• 2 years + sales experience.
• Spanish speaking preferred
• Enthusiastic approach to sales and bringing in new clients to the agency.
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Positive outlooks and high level of energy.
• Successful track record of meeting sales goals/quotas.

BENEFITS:

• Sign on bonus may be available for exceptional candidates.
• Highly competitive Salary plus commission/bonus and team bonuses.
• Generous paid time off (vacation and personal/sick days).
• Extra paid days off awarded on team and personal production goals.
• Health benefits.
• Disability insurance stipend.
• Growth potential/Opportunity for advancement within my office.
• 401k with match.
• Paid education and training in top sales strategies.
• Recognition for consistently surpassing individual production goals. 

What Sets Us Apart

• You will be backed up by State Farm's 102 years of stability and success.
• As one of the top State Farm agents in the nation, we have built an incredible reputation. Between our local notoriety and hugely effective protocols, our sales team is able to easily build a thriving pipeline. 
• Because of our agent and team's consistent high production in multiple lines of insurance, you can be confident that you will truly be learning from one of the best! This opening is unquestionably meant for someone that is ready to kick their sales career into high gear.
• Positive team culture with a focus on growth and education.
• Agency sponsored team outings.
• Excellent location in the vibrant Winter Park community.

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