Insurance and Financial Services Representative

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🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $40k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Alex Post - State Farm Insurance Agent

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🏦 Banking

👥 B2C

Finance • Banking • B2C

Alex Post - State Farm Insurance Agent is a local State Farm insurance agency based in San Antonio, Texas that provides a wide range of insurance products including auto, homeowners, condo, renters, life, business, pet, and health insurance, as well as banking, investment services, and annuities through affiliated partners. The agency offers personalized quotes, claims support, bilingual service (English and Spanish), and serves individuals, families, and business owners across San Antonio and surrounding communities.

📋 Description

• Contact prospective customers by phone, text, email, and virtual meetings • Identify customer needs and recommend appropriate insurance solutions • Follow up on agency-provided leads and opportunities • Maintain accurate records of customer interactions and sales activities • Build lasting customer relationships through exceptional service • Consistently work toward individual sales goals and performance metrics • Participate in virtual training, coaching, and team meetings

🎯 Requirements

• Excellent communication and interpersonal skills • Strong work ethic and self-discipline • Comfortable working independently in a remote environment • Goal-oriented with a desire to grow professionally • Ability to learn sales processes and product knowledge quickly • Insurance licensing will be required; licensing assistance is available.

🏖️ Benefits

• Bonus • Surprise Days Off • Personal Development Programs • 401(k) matching • Bonus based on performance • Competitive salary • Dental insurance • Health insurance • Opportunity for advancement • Profit sharing • Training & development • Vision insurance