Financial Account Representative – State Farm Agent Team Member

State Farm Agent; Sterling Heights (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401K

Paid time off

Growth potential

Job summary

State Farm Agent in Sterling Heights seeks a Financial Account Representative to contribute to team growth through exceptional customer experiences. This role requires a strong sales background and the ability to develop customer relationships effectively.

The ideal candidate will possess excellent communication skills, be self-motivated, and hold the relevant Series 6 and 63 licenses. Compensation ranges from $40,000 to $60,000 per year with opportunities for bonuses and growth within the agency.

Qualifications

• Preferred background in sales, ideally in outside sales or telemarketing.
• Proven ability to meet sales objectives and quotas.
• Ability to explain complex financial concepts clearly to clients.

Responsibilities

• Establish and maintain customer relationships.
• Assist agent in achieving marketing goals.
• Identify customer needs and promote relevant financial products.

Skills

Sales experience

Excellent communication skills

Self-motivated

Detail oriented

Education

Series 6 and 63 licenses

Job description

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

• Establish customer relationships and follow up with customers, as needed.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Benefits

• 401K
• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills – written, verbal and listening
• Self‑motivated
• Detail oriented
• Ability to make presentations to potential customers
• Ability to effectively relate to a customer
• Knowledge of financial services products
• Ability to explain complex financial issues in understandable terms
• Series 6 and 63 (must have currently)
• Courses on ethical and customer‑centered sales practices will be required
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Employment Details

Compensation: $40,000.00 - $60,000.00 per year.

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.

Insurance Services Offered

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning