Job Description

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

ROLE DESCRIPTION:
As an Insurance and Financial Services Account Representative for the Milton Wright State Farm Agency, 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:

• 3+ years of experience in insurance and financial services.
• Communication and interpersonal skills.
• Licenses in insurance and FINRA Series 7 and 63 preferred.

Flexible work from home options available.

Job Tags

Flexible hours,

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