Financial Account Representative – State Farm Agent Team Member

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

Benefits:

• Paid time off
• 401(k) matching
• Bonus based on performance

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 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

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive

• Salary plus commission/bonus
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Requirements

• 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
• Self-motivated
• Detail oriented
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Notes about employment

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. State Farm agents’ employees are not employees of State Farm.