Business Operations, Communication Skills, Customer Relations, Develop and Maintain Customers, Financial Services, Insurance, Interpersonal Skills, Marketing, Operations, Sales Management
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION:
As an Insurance and Financial Services Representative for Greg Lopeman State Farm Insurance, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- 3+ years of experience in insurance and financial services.
- Strong communication and interpersonal skills.
- Licenses in insurance preferred.
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Greg Lopeman - State Farm Agent