Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Fast Food, Financial Services, Follow Through, Health Insurance, Insurance, Interpersonal Skills, Life Insurance, Long-Term Care, Maintain Compliance, Medicare, Needs Assessment, Organizational Skills, Sales, Series 6, Training/Teaching
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
Phil Mcdonald - State Farm Agent is seeking a qualified, knowledgeable, and empathetic professional for the role of Life/Health Insurance Position - State Farm Agent Team Member. As a customer-oriented expert, you will market Life/Health insurance products (including Medicare supplement plans) to support customers and their families. You’ll also help clients navigate long-term care needs and expand their coverage options with confidence.
This role is ideal for someone who either understands Medicare supplements or can quickly grasp and follow a proven process with training. We’re looking for someone sophisticated, confident, and capable of moving production forward while delivering a trusted experience to every client.
As a strategic and emotionally intelligent resource to the community, we are excited to grow our successful agency with your skillset.
RESPONSIBILITIES:
- Offer life, health, and Medicare supplement insurance policies to new and existing customers
- Conduct thorough needs analyses to identify solutions across life, health, Medicare supplements, and long-term care
- Explain policy features, benefits, costs, and exclusions in a clear and confident manner
- Assist customers with claims, policy changes, and ongoing service needs
- Develop and maintain strong customer relationships
- Ensure compliance with state and federal guidelines
QUALIFICATIONS:
- Life/Health insurance license, Series 6/63/65 is a plus
- Ability to understand and explain complex insurance and Medicare products
- Strong communication, professionalism, and interpersonal skills
- Proven sales experience, ideally within insurance or financial services
- Detail-oriented with excellent organizational and follow-through abilities
- Ability to build rapport, inspire trust, and maintain long-term relationships
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Phil Mcdonald - State Farm Agent