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Account Representative - State Farm Agent Team Member

Robert Casares - State Farm Agent

Long Beach, CA

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JOB DETAILS
SKILLS
Cold Calling Skills, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Exceeded Sales Goal, Financial Services, High School Diploma, Industry/Trade Analysis, Insurance, Insurance Documentation, Insurance Sales, Interpersonal Skills, Licensing, Meet Sales Quota, Microsoft Office, Negotiation Skills, Regulatory Requirements, Revenue Growth, Sales, Sales Prospecting, Team Player
LOCATION
Long Beach, CA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Paid time off

ROLE DESCRIPTION:
We are seeking a motivated and results-driven Insurance Sales Representative to join our dynamic team. The ideal candidate will have excellent communication skills, a strong sales acumen, and a passion for helping clients find the right insurance coverage. You will be responsible for generating new business, managing client relationships, and achieving sales targets.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Prospect and identify potential clients through various channels including cold calling, networking, and referrals.
  • Present and explain insurance products and services to prospective clients.
  • Assess clients' insurance needs and recommend appropriate coverage options.
  • Develop and maintain strong relationships with clients to ensure customer satisfaction and retention.
  • Meet or exceed monthly and quarterly sales goals.
  • Stay current with industry trends, products, and regulatory requirements.
  • Prepare and process insurance applications and documentation accurately.
  • Collaborate with team members to achieve overall company sales objectives.
QUALIFICATIONS:
  • Proven experience in sales, preferably in the insurance or financial services industry.
  • Valid insurance license or willingness to obtain one (state-specific licensing requirements may apply).
  • Excellent interpersonal and communication skills.
  • Strong negotiation and closing skills.
  • Self-motivated, goal-oriented, and able to work independently as well as part of a team.
  • Proficient with CRM software and Microsoft Office Suite.
  • High school diploma or equivalent required; bachelor's degree preferred.
What We Offer:


  • Base salary plus competitive commission and bonus structure.
  • Comprehensive benefits package including life insurance, retirement plans, and paid time off.
  • Ongoing training and professional development opportunities.
  • Supportive and collaborative work environment.

About the Company

R

Robert Casares - State Farm Agent

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