Insurance
Sales and Marketing
JOB
PURPOSE
To work as an employee of a State Farm independent contractor agent
assisting the agent in selling and marketing State Farm products and
services.
EXPERIENCE
AND KNOWLEDGE
o California State Insurance license preferred but not required.
o Experience in retail sales, marketing or customer service desirable.
o Knowledge of personal lines insurance products desirable.
o Bi-Lingual candidates are encouraged to apply.
SKILLS/
ABILITIES
o Ability to learn and apply product, industry and market knowledge
to
make professional recommendations to prospects and policyholders and
to satisfy insurance licensing requirements.
o Ability to influence others.
o Ability to create professional business relationships with prospects
and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various
circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive
and
maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and resourceful to achieve results.
o Proven track record of trustworthiness, dependability and ethical
behavior.
o Proven problem solving ability: apply and balance conceptual and
analytical thinking by breaking down complex problems, evaluating
alternative sources of action and their likely outcomes, and selecting
the best alternative.
o Ability to organize and act on several activities concurrently.
JOB RELATED
TRAINING COURSES, LICENSING AND PROGRAMS
Successfully complete all company, state and federal requirements
(licenses) to sell and service designated State Farm products and
continue to be licensed in good standing is required.
DUTIES
AND RESPONSIBILITIES
o Implement the agency’s marketing/sales plan and direct mail
campaigns
at direction of the agent.
o Work from the agent’s office to contact prospects and current
policyholders to generate interest in sales appointments.
o Conduct needs based sales interviews in the agent’s office
supported
by technology (including Insurance and Financial Reviews).
o Meet marketing goals set by the agent.
o Provide prompt, accurate, friendly, cost-effective service and utilize
it as a basis for establishing a marketing opportunity.
o As directed by the agent, work with agent’s computer system
to update
information in customer databases used by the agent.
o Perform other related duties as assigned by the agent.
Tags: Admin
& Clerical : Banking
Jobs : Financial
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