Insurance and Financial Services Agent

Location

United States

Posted

47 days ago

Salary

$50K - $70K / year

Seniority

Senior

High SchoolEnglish

Job Description

Insurance and Financial Services Agent

Laurinda Crenshaw - State Farm Insurance Agent

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. • Establish customer relationships and follow up with customers, as needed. • Provide prompt, accurate, and friendly customer service. • Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. • Maintain a strong work ethic with a total commitment to success each and every day.

Job Requirements

  • Prior insurance experience highly preferred.
  • Must hold current insurance licenses (Property/Casualty and Life/Health).
  • Strong sales and negotiation skills with a proven track record of success.
  • Ability to build rapport and establish long-term client relationships.
  • Self-motivated, goal-oriented, and eager to grow within a sales-driven environment.

Benefits

  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Flexible schedule

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeRemoteTeam 11-50Since 2023

• Deliver results through full commitment • Conduct hands-on financial management • Solve problems intelligently • Ensure smooth cash flow, controlled costs, and an organized team

Brazil
R$0 - R$3K / month
Computrabajo logo

Curso Herramientas para la Gestión de Finanzas

Computrabajo

Ayudamos a las personas a encontrar un trabajo mejor y a las empresas a encontrar el profesional que buscan

Full TimeRemoteTeam 51-200Since 1999

• Adquirir un conocimiento general de herramientas básicas financieras para poder medir con mayor precisión la salud económica de las organizaciones • Desarrollar competencias y habilidades para la toma de decisiones estratégicas, la evaluación de proyectos y la gestión de recursos.

Colombia
Cardinal Health logo

Advisor, Financial Planning and Analysis

Cardinal Health

Cardinal Health is an award-winning Fortune 500 healthcare company specializing in the distribution of medical products and pharmaceuticals. The company serves more than 60,000 div

Title: Advisor, Financial Planning and Analysis Location: Nationwide United States Job Description: What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Responsibilities - Collaborate with the manager in operating as the FP&A function for the Third-Party Logistics (3PL) business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making - Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts - Partner with manager and business partners to drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies - Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability - Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes - Lead month-end close activities, ensuring accuracy and integrity of financial results - Support ad-hoc financial analysis, scenario modeling, and executive presentations as needed Qualifications - 4-8 years of experience, preferred - Bachelor's degree in related field, preferred, or equivalent work experience, preferred - Strong analytical skills with proficiency in analytical tools such as Excel - Excellent communication and interpersonal skills with the ability to effectively communicate with stakeholders at all levels - Demonstrated ability to work independently and as part of a team - Strong organizational skills with the ability to manage multiple deliverables simultaneously Location - If local to Dublin, OH, candidate will be required to come into the Dublin, OH office 1-2 days per week with remote work the other days. Otherwise, fully remote. Anticipated salary range: $80,900 - $115,500 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. - Medical, dental and vision coverage - Paid time off plan - Health savings account (HSA) - 401k savings plan - Access to wages before pay day with myFlexPay - Flexible spending accounts (FSAs) - Short- and long-term disability coverage - Work-Life resources - Paid parental leave - Healthy lifestyle programs Application window anticipated to close: 5/25/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here

Ohio
$80.9K - $115.5K / year
Qualitest Group logo

Enterprise - Manhattan SME Lead

Qualitest Group

Qualitest Group is a global engineering company whose services and expertise are powered by artificial intelligence. Qualitest Group helps businesses reach their goals and prioriti

Role Description Manhattan SME Lead required to support the automation team through the scoping effort, assisting with identification of automation candidates, reviewing manual test scripts and refining if needed. Providing insights into data prep for running tests. Providing expertise in using Manhattan and providing issue resolution. - Must have experience in Manhattan (MAO) business processes. - Must have experience delivering Manhattan implementations. - Support automation team with process and application knowledge of Manhattan solution (navigation, data, integrations). Will be responsible for evaluating manual scripts and identifying test data/providing walkthroughs and KT to offshore automation engineers. Qualifications - Experience in Manhattan (MAO) business processes. - Experience delivering Manhattan implementations. - Knowledge of Manhattan solution (navigation, data, integrations). Requirements - Evaluate manual scripts. - Identify test data. - Provide walkthroughs and knowledge transfer to offshore automation engineers. Benefits - Support for diversity and inclusion in the workplace. - Local and global opportunities for internal rotation and international mobility. - Clear view of career progression with a rapidly growing company. - Flexible and casual work culture with employee events and amenities. - 401k plan with company match. - Competitive healthcare benefits with HSA matching. - Learning & Development platform with 50,000+ courses and mentorship programs. - Corporate Wellness Program with gym membership reimbursement. - Client Referral and Employee Referral Programs for bonuses. - Qudos platform for recognizing employee achievements. - Employee Perks for discounts on travel and electronics. - Competitive pay, salary range for the role is $130,000 - $140,000.

United States
$130K - $140K / year