Mathis Insurance and Financial Services, Inc→
ACCOUNT REPRESENTATIVE - STATE FARM AGENT… at Mathis… · Vacaville
Skills
Job Description
Summary: Mathis Insurance and Financial Services, Inc is seeking a Sales Team Member to join their insurance and financial services team. The role involves helping customers navigate insurance and financial product decisions while building a strong sales clientele.
Responsibilities:
- Join a winning insurance and financial services team
- Become an insurance and financial services expert
- Help customers plan for the financial impact of unexpected events
- Assist customers in making better insurance and financial product decisions
- Build a strong sales clientele that generates referrals
- Train in insurance and financial product planning, selling, and building a clientele
Required Qualifications:
- Sales-driven team members who are passionate about finding customers
- Impatient for results, goal-driven, and motivated to control your own destiny
- More interested in building something lasting than short-term safety or comfort
- Eager to be trained to sell, set sales goals, and execute a clear prospecting plan
- Confident, optimistic, and accountable for your sales results
- People-oriented, with a strong desire to help and serve others
- Intelligent and willing to study, earn an insurance license, and master products and complex computer systems
- High in character—honest, hardworking, and responsible for your future
- Motivated by financial independence and being paid for sales performance
- Passionate about selling and building customers as a professional career
- Skilled at listening, uncovering needs, presenting solutions, and closing sales
- Confident selling on service, value, and trust—not just lowest price
Required Skills: Insurance license, Insurance sales, Financial product planning, Sales goal setting, Prospecting plan execution, Sales closing techniques, Computer systems for insurance, Goal-driven
Benefits: Paid time off, Training & development