Account Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and pursue new client opportunities through lead calls, outside marketing efforts, networking, referrals, and targeted lists.

• Build and maintain customer relationships while providing follow-up support as necessary.

• Arrange appointments, assess customer requirements, and promote suitable products and services.

• Deliver prompt, precise, and friendly customer service.

• Implement a customer-centered, needs-based review process to inform clients about options in insurance and financial services.

• Assist customers in achieving their long-term objectives.

• Utilize effective communication skills to address customer needs while fostering business development.

• Participate in licensing support, job shadowing, product training, sales training, and activities aimed at achieving sales growth targets.

• Collaborate closely with the agent and management to gain insights into the agent's responsibilities and office operations.

⛳️ Requirements

• Minimum of 2 years of experience with State Farm.

• Commitment to delivering exceptional customer service.

• Previous sales experience is preferred (including outside sales, inside sales representative, retail sales associate, or telemarketing).

• Self-driven and motivated individual.

• Capable of obtaining a Property and Casualty License.

• Capable of acquiring a Life/Health License.

• Ability to meet mutually established marketing objectives.

• Keen interest in marketing products and services tailored to customer needs.

• Proficient in making outbound calls, including cold calls to prospective clients.

• Employees must successfully complete relevant licensing requirements and training programs.

🏝️ Benefits

• Opportunities for career advancement.

• Paid time off.

• Comprehensive training and development programs.

• 401(k) plan.

• 401(k) matching contributions.

• Performance-based bonuses.

• Unlimited commission potential.

• Monthly bonus opportunities.

• Health insurance benefits.

• Employee retirement plan with matching contributions.

• Opportunities for travel promotions.

• Growth potential and opportunities for advancement within the office.

• Licensing support.

• Job shadowing and training with experienced representatives.

• Courses on product knowledge and sales training.