Insurance Account Representative - State Farm Agent Team Member
Full Time • Matthews, NC
Responsive recruiter
Benefits:
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Profit sharing
- Flexible schedule
- Training & development
At Steve Carpou State Farm, we’re not just passionate about insurance – we’re passionate about helping people. Our mission is to provide our customers with peace of mind and confidence in their financial future by offering a comprehensive, personalized approach to insurance and financial services. As a Sales Producer at our agency, you will play a key role in delivering that mission by helping others protect and grow their assets.
We are looking for a motivated Sales Producer who thrives in a relationship-driven environment. Our office serves North Carolina, South Carolina, Tennessee, and Virginia, offering a wide range of insurance solutions, from auto and homeowners' insurance to life, business, and renters' insurance. This is more than just a sales position; you will be helping clients make informed, empowered decisions about their coverage by providing education and guidance, not just policies.
Key Responsibilities:
• Prospect and Develop New Business Opportunities: Proactively identify prospects through various lead-generation methods, including networking, referrals, cold calling, and online channels.
• Customer Consultations: Conduct comprehensive client consultations to assess their needs and explain available insurance products and financial services.
• Tailored Solutions: Recommend appropriate insurance and financial products based on the customer's unique needs, helping them protect their assets and achieve their financial goals.
• Manage Renewals and Policy Changes: Regularly follow up with customers to review their existing coverage, recommend adjustments as needed, and process renewals or policy modifications.
• Cross-Sell Products: Identify opportunities to cross-sell additional services and products to existing customers, ensuring they have a holistic plan that covers all areas of risk.
• Customer Education: Take an educational approach to help customers understand the options available to them and empower them to make informed decisions.
• Handle Inbound Inquiries: Respond to customer questions and concerns regarding policy coverage, claims, and any other inquiries with prompt and thorough support.
• Compliance and Documentation: Ensure all sales processes, customer interactions, and transactions are properly documented and compliant with regulatory standards.
• Achieve Sales Targets: Meet or exceed monthly and quarterly sales goals through strategic sales approaches and by maintaining a consistent pipeline of new business opportunities.
Qualifications:
• Proven sales experience, preferably in insurance, financial services, or a related field.
• Strong communication and interpersonal skills with the ability to build trust and rapport.
• A customer-focused mindset with a passion for helping others protect and grow their assets.
• Ability to work independently and within a team to achieve goals.
• Licensed (or willingness to become licensed) in property and casualty, life, and health insurance.
Why Join Steve Carpou State Farm?
• One-Stop Shop: Our office is a comprehensive partner for insurance and financial services, making it easier for clients to manage all their needs in one place.
• Educational Focus: We believe in empowering clients, not pushing policies. You’ll be part of a team that emphasizes education and personalized solutions.
• Convenience & Reach: Serving clients across North Carolina, South Carolina, Tennessee, and Virginia, with a special focus on the greater Charlotte, Mint Hill, and Matthew's areas.
If you are a passionate sales professional who values building meaningful relationships and helping customers achieve financial peace of mind, we encourage you to apply today and become part of our dedicated team.
Compensation: $52,000.00 - $72,000.00 per year
Are You Driven & Ambitious?
We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in the Hoods Crossroads Shopping Center off of Idlewild Rd. and Route 51..
- Our office is open Monday through Friday 9am - 5pm.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Gain confidence and grow your career
Earn benefits and rewards that are second to none