Role Description: Account Representative
Brant Blessing State Farm
As an Account Representative at Brant Blessing State Farm, you play a vital role in our daily business operations and contribute directly to our customers’ success. You will grow our agency by building meaningful customer relationships and acting as a liaison between customer needs and various agency departments. Your proactive approach in marketing relevant products and services will improve the lives of our customers.
Grow your career while making a positive impact on the community. If you are attentive, sociable, and sales-minded, we are eager to welcome you to our team.
Responsibilities:
- Develop and maintain strong customer relationships within insurance and financial services.
- Consult with customers to provide comprehensive financial planning and insurance solutions.
- Assist customers with retirement planning, investment management, and insurance needs.
- Stay informed about market trends and new product offerings to better serve customers.
Qualifications:
- Minimum of 3 years’ experience in insurance and financial services.
- Strong communication and interpersonal skills.
- Insurance licenses and FINRA Series 7 and 63 licenses preferred.
- Bilingual candidates are a plus.