Key Responsibilities

• Prospect and generate leads through networking, outreach, referrals, community involvement, and prospecting activities.
• Build rapport with clients and prospects to understand needs, goals, and risk concerns.
• Recommend and sellinsurance products, including (as licensed/qualified):
  • Auto, Home, Renters, Life, and other applicable coverages
• Support financial solutions and planning needs(as applicable and licensed), including:
  • Life insurance and financial services/retirement planning resources through State Farm partners and agency offerings.
• Review existing policies with clients to ensure coverage is accurate and up to date.
• Manage follow-up and service requests, ensuring client needs are handled promptly and professionally.
• Maintain accurate records in the agency CRM and complete required documentation.
• Meet sales goals and activity targets to drive growth and improve performance metrics.
• Participate in training and continuing education, including maintaining required licensing.
• Collaborate with team members to enhance client retention and overall agency performance.

For consideration, submit resume to Michael J. Cason Ins. & Fin. Srvs. Inc., michael.cason.xmun@statefarm.com.