Financial Account Representative – State Farm Agent Team Member

Alexmorainsurance; California (MO); On-site; USD 65,000 - 120,000; Full time

Job summary

A leading insurance agency is seeking a Financial Account Representative to join their team. The ideal candidate will help grow the business through customer-focused interactions and provide exceptional service. This role offers a base salary plus commission, health benefits, and opportunities for advancement. Candidates should be motivated, bilingual in Spanish, and possess strong sales experience.

Benefits

Group health plan with $300 monthly allowance

Dental and Vision insurance

Group Life insurance

401k plan with 4% match

Paid time off

Training and licensing

Team environment

Qualifications

• Sales experience preferred in various fields.
• Property and Casualty license must be obtainable.
• Life and Health license must be obtainable.

Responsibilities

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

Skills

Bilingual in Spanish

Interpersonal skills

Sales experience

Education

Bachelor's degree

Job description

Financial Account Representative – State Farm Agent Team Member

Full Time in Anaheim, CA

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and a remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for 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.

As an Agent Team Member, you will receive...

• Base Salary plus commission/bonus
• Group health plan with a $300 monthly allowance
• Dental and Vision insurance, paid by owner
• Group Life insurance, $75,000.00, paid by owner
• 401k plan with 4% match
• Paid time off (vacation and personal/sick days)
• Growth potential and opportunity for advancement within our office
• Training and licensing to represent State Farm and the insurance industry with integrity and professionalism
• Team environment with great colleagues in a professional, goal-oriented setting

Requirements

• Bilingual in Spanish required
• Sales experience (outside sales, inside sales, retail, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Enthusiastic about insurance and financial products to help people manage risks, recover from the unexpected, and realize their dreams
• Property and Casualty license (must be obtainable)
• Life and Health license (must be obtainable)
• Availability to work from 8:30 am to 5:30 pm, Monday through Friday
• Bachelor's degree preferred

If you are motivated to succeed and see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not directly with State Farm Insurance Companies. Employees of State Farm agents must complete licensing requirements and training. State Farm agents are independent contractors who hire their own employees. Employees of agents are not employees of State Farm.

Compensation: $65,000.00 - $120,000.00 per year