Administrative Skills, Calendar Management, Communication Skills, Customer Support/Service, Financial Services, Health Insurance, Insurance, Interpersonal Skills, Life Insurance, Organizational Skills, Record Keeping, Sales, Sales Prospecting, Telemarketing, Time Management, Training/Teaching
- Competitive pay
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
Position Overview:
We’re looking for a motivated and confident Account Associate to join our team in a part-time role focused on setting financial services appointments for our agent. This position is ideal for someone who enjoys connecting with people, is comfortable on the phone, and wants to grow within the financial services and insurance industry.
You’ll play a key role in generating opportunities by reaching out to prospective clients and scheduling appointments for the agent to review financial and insurance needs.
Responsibilities:
- Make outbound calls to prospective customers to introduce services and set appointments
- Build rapport quickly and professionally over the phone
- Maintain accurate records of conversations and scheduled appointments
- Follow up with leads and nurture potential opportunities
- Support the agent with light administrative or follow-up tasks as needed
Requirements:
- Comfortable making outbound calls and speaking with new people daily
- Strong communication and interpersonal skills
- Self-motivated and goal-oriented
- Organized and able to manage time effectively
- Previous sales, telemarketing, or customer service experience
- Life & Health insurance license (must be willing to obtain after hire)
Compensation & Schedule:
- Part-time hours with flexible scheduling
- Base pay plus performance-based bonuses tied to appointments set and results
T
Thomas Webber - State Farm Agent