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DATE ADDED: Mon 24/09/2018


Old Greenwich, USA


Job Description

Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements.

Ability to influence others.

Ability to create professional business relationships with prospects and policyholders.

Strong listening, oral and written communication skills.

Ability to take initiative and act effectively in various circumstances without direction.

Self--confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.

Goal oriented: highly motivated and resourceful to achieve results.

Proven track record of trustworthiness, dependability and ethical behavior.

Proven problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.

Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to be licensed in good standing is required.


Ability to organize and act on several activities concurrently.

Implement the agency’s marketing plan and direct mail campaigns at direction of the agent.

Work from the agent’s office to contact prospects and 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 and utilize it as a basis for establishing a marketing opportunity.

As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent.

Perform other related duties as assigned by the agent.


Role: Associate
Job Type:
Location: Old Greenwich,

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