• Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
• Develop and maintain long-term client relationships
• Conduct financial needs analysis and recommend appropriate products and strategies
• Cross-sell financial services to existing insurance clients
• Generate new business through referrals, networking, and prospecting
• Conduct policy reviews, account reviews, and financial planning discussions
• Maintain compliance with all FINRA and state insurance regulations
• Meet or exceed production, sales, and revenue goals

• Active Series 65, 6, and/or 63 license required
• Property & Casualty and Life & Health licenses preferred or willingness to obtain
• Experience in financial services, investment sales, insurance sales, or wealth management preferred
• Strong consultative sales and relationship-building skills
• Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
• Self-motivated, goal-oriented, and professional
• Strong communication and client advisory skills

• Competitive Salary plus Commission/Bonus
• Paid Time Off (vacation and personal/sick days)
• 401(k) with Matching
• Health Insurance
• Life Insurance
• Short Term Disability
• Parental Leave
• Training and Development
• Insurance licensing paid for by Agency
• Career growth within the financial services and insurance industry

Chuck Pittman - State Farm Agency, located in Waterloo, IL has an immediate opening for a full-time Customer Relations Representative. Insurance experience is not required as we will train the right person.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential! Please submit your resume and we will follow up with the next steps.

Responsibilities include, but not limited to:

• Develop insurance quotes, makes sales presentations, and close sales
• Establish client relationships and follow up with clients, as needed
• Develop ongoing networking relationships
• Provide prompt, accurate, and friendly client support
• Maintain a strong work ethic with a total commitment to success each and every day
• Develop new service opportunities with both existing and new clients

Benefits:

• Competitive Salary plus Commission/Bonus
• Paid Time Off (vacation and personal/sick days)
• 401(k) with Matching
• Health Insurance
• Life Insurance
• Short Term Disability
• Parental Leave
• Training and Development
• Insurance licensing paid for by Agency
• Outstanding preparation if you aspire to be a State Farm agent in the future

Requirements:

• Property & Casualty license (must be able to obtain)
• Life & Health license (must be able to obtain)
• 1-2 Years of Sales Experience (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 from a cold start

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insurance experience not required we will train the right person with the right skill set.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities include but not limited to:

• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Maintain a strong work ethic with a total commitment to success each and every day

As an Agent Team Member, you will receive...

• Competitive Salary plus Commission/Bonus
• Paid Time Off (vacation and personal/sick days)
• 401(k) with Matching
• Health Insurance
• Life Insurance
• Short Term Disability
• Parental Leave
• Training and Development
• Insurance licensing paid for by Agency
• Valuable experience
• Growth potential/Opportunity for advancement within my office

Requirements:

• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Provide timely and thorough activity reports to agent
• Property & Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.