Business Operations, Consulting, Customer Relations, Develop and Maintain Customers, Financial Planning, Financial Services, Health Insurance, Insurance, Interpersonal Skills, Life Insurance, Marketing, Operations, Sales, Sales Management, Training/Teaching
- Company parties
- Flexible schedule
- Paid time off
- Parental leave
- Training & development
ROLE DESCRIPTION:
As an insurance and financial services account manager, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain customer relationships in insurance and financial services.
- Consult customers with comprehensive financial planning and insurance options.
- Assist customers with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- Preferred not required: experience in insurance and financial services.
- Communication and interpersonal skills.
- Willing to obtain property, casualty, life and health insurance licenses if not licensed already.
Flexible work from home options available.
J
Jake Kay - State Farm Agent