Financial Account Rep & Growth-Oriented Insurance Pro

Dan Beilke - State Farm Agent; Madison (WI); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Bonus based on performance

Job summary

Dan Beilke - State Farm Agent is seeking a qualified Financial Account Representative to join the team. You will educate clients on insurance options and help grow the business through value-based conversations and excellent customer experience.

This role offers salary plus commission and bonus, profit sharing, PTO, and opportunities for advancement within the agency. Licenses for Property & Casualty and Life & Health are required to obtain.

Qualifications

• License requirements include Property and Casualty (able to obtain).
• Life and Health license (able to obtain).
• Enthusiastic about how insurance and financial products help manage risk and realize dreams.

Responsibilities

• Educate customers about insurance options using needs-based reviews.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Self-motivated

Detail oriented

Presentation skills

Customer-focused

Job description

Dan Beilke - State Farm Agent is seeking a qualified Financial Account Representative to join the team. You will educate clients on insurance options and help grow the business through value-based conversations and excellent customer experience.

This role offers salary plus commission and bonus, profit sharing, PTO, and opportunities for advancement within the agency. Licenses for Property & Casualty and Life & Health are required to obtain.