Marketing Representative-Agency Team Member

To work as an employee for Thuy Epperson State Farm Agency (State Farm independent contractor agent) assisting us in marketing State Farm insurance, banking & financial products & services and in providing quality service to State Farm customers.

Job Description

JOB PURPOSE:

 To work as an employee for Thuy Epperson State Farm Agency (State Farm independent contractor agent) assisting us in marketing State Farm insurance, banking & financial products & services and in providing quality service to State Farm customers.

 EXPERIENCE & KNOWLEDGE:

• Experience in marketing and/or customer service desirable.
• Experience w/ computer software desirable.
• Knowledge of personal & commercial lines insurance products desirable.
• Knowledge of banking and/or financial products desirable.
• Bilingual in Spanish and/or Vietnamese desirable.

 Skills & Abilities:

• Ability to learn & apply product, industry & market knowledge to make professional recommendations to prospects & policyholders & to satisfy insurance licensing requirements.
• Ability to influence others.
• Ability to create professional business relationships w/ prospects & policyholders.
• Strong listening, oral & written communication skills.
• Ability to take initiative & act effectively in various circumstances without direction.
• Self-confidence/perseverance/strong work ethic: remain positive & maintain progress towards a goal in spite of obstacles & adversity.
• Goal oriented: highly motivated & resourceful to achieve results.
• Proven track record of trustworthiness, dependability & ethical behavior.
• Proven problem solving ability: apply & balance conceptual & analytical thinking by breaking down complex problems, evaluating alternative sources of action & their likely outcomes, & selecting the best alternative.
• Ability to organize & act on several activities concurrently.

 Job Related Training Courses, Licensing & Programs:

Ability to successfully complete all company, state & federal requirements (licenses) to market & service designated State Farm products & continue to maintain license(s) in good standing is required.

 Duties & Responsibilities:

• Implement the agency's marketing plan & direct mail campaigns at the direction of the agent.
• Work from the agent's office to contact prospects & current policyholders to generate interest in insurance & financial review appointments.
• Conduct needs-based interviews in the agent's office supported by technology.
• Meet marketing goals set by the agent.
• Provide prompt, accurate, friendly, cost-effective service & utilize it as a basis for establishing a marketing opportunity.
• As directed by the agent, work w/ the agent's computer system to update information in customer databases used by the agency.
• Perform other related duties as assigned by the agent.

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