Insurance Account Representative - State Farm Agent Team Member
Full Time in 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
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none