Financial Account Representative – State Farm Agent Team Member

Alex Mora - State Farm Agent; Anaheim (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Base Salary plus commission

Group health plan

401(k) with 4% match

Paid time off

Job summary

Alex Mora - State Farm Agent in Anaheim, California is seeking a Financial Account Representative to join their team. The role focuses on establishing customer relationships and educating clients about insurance options, providing a rewarding career with excellent income prospects.

Ideal candidates will have sales experience and strong interpersonal skills, with an emphasis on insurance and financial products. The position offers a competitive salary, benefits, and opportunities for advancement within a supportive team environment.

Qualifications

• Preferred sales experience in retail, telemarketing, or insurance.
• Must obtain Property and Casualty license.
• Must obtain Life and Health license.

Responsibilities

• Establish and follow up with customer relationships.
• Educate customers on insurance options.

Skills

Sales experience

Interpersonal skills

Enthusiasm for insurance products

Education

Bachelor's degree

Job description

Position Overview

Successful State Farm Agent is seeking a qualified professional to join our winning team as a Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. This is a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Benefits

• Base Salary plus commission/bonus.
• Group health plan with $300 monthly allowance.
• Dental and Vision, paid by owner.
• Group Life $75,000.00, paid by owner.
• 401(k) with 4% match.
• Paid time off (vacation and personal/sick days).
• Growth potential and opportunity for advancement within the office.
• Team environment with great people in a professional, team-focused, goal-oriented environment.

Requirements

• Sales experience (outside sales, inside sales, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• Excellent interpersonal skills.
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).
• Must be available to work the following schedule: 8:30 am to 5:30 pm M-F.
• Bachelor's degree preferred.

Compensation

Annual salary range: $65,000.00 - $120,000.00 per year.

Additional Information

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees.