Insurance and Financial Services Team Member

Job overview

The Insurance and Financial Services Team Member role is onsite in Bellevue, WA. Compensation is $40,000–$60,000 per year. The State Farm agent’s team focuses on customer connection, accountability, and service.

What you'll do

• Use a customer-focused, needs-based review process to explain insurance and financial-services options
• work with the agent to establish and meet marketing goals
• develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• and present to potential customers.

What we're looking for

Skills & competencies

insurance and financial services

state farm agent team member

bellevue wa

onsite

full-time

customer needs review

insurance products

financial services

lead development

appointment scheduling

$40k–$60k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• License reimbursement
• 401(k) matching
• performance-based bonus
• paid time off
• training and development
• advancement opportunity.

Why this role

Must be able to obtain relevant financial-services, Property and Casualty, and Life and Health licenses. A degree in finance, economics, accounting, or a related field is preferred.

About the employer

Theresa Nguyen - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.