Insurance and Financial Services Position - State Farm Agent Team Member

Heather Montagne - State Farm Agent

Beaumont, TX

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JOB DETAILS

SKILLS

Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Exceeded Sales Goal, Financial Services, Health Insurance, Insurance, Insurance Sales, Lead Generation, Marketing, Meet Sales Quota, Microsoft Office, Needs Assessment, Organizational Skills, Problem Solving Skills, Product Design, Risk Management, Sales, Training/Teaching

LOCATION

Beaumont, TX

POSTED

30+ days ago

Benefits:

Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development

ROLE DESCRIPTION:
Are you driven by goals, motivated by income growth, and confident in your ability to close? As an Insurance & Financial Services Salesperson with Heather Montagne State Farm, you will play a key role in growing the agency by helping individuals and families protect what matters most. This is a sales-focused position built for someone who enjoys consultative conversations, identifying needs, and confidently recommending solutions.

You will market insurance and financial products designed to manage everyday risks and build long-term financial security. Your ability to analyze needs, explain options clearly, and guide customers toward the right decisions will directly impact both their future and your earning potential.

If you’re competitive, coachable, and ready to build a long-term career in financial services, this is your opportunity.

RESPONSIBILITIES:

Conduct customer-focused, needs-based conversations to uncover opportunities
Develop leads through outbound efforts, referrals, and follow-ups
Schedule appointments and proactively pursue new business
Identify coverage gaps and recommend appropriate insurance and financial products
Work closely with the agent to establish and achieve marketing and sales goals
Meet or exceed monthly production targets

QUALIFICATIONS:

Sales experience required
Proven track record of meeting or exceeding sales goals preferred
Must be able to obtain relevant financial service licenses
Strong communication and closing skills
Analytical, organized, and solution-oriented
Comfortable initiating sales conversations
Proficiency in Microsoft Office

Insurance and Financial Services Position - State Farm Agent Team Member

Heather Montagne - State Farm Agent

Beaumont, TX

About the Company

Heather Montagne - State Farm Agent

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