Financial Services Representative - State Farm Agent Team Member

derek delisle - State Farm Agent; Hayward (WI); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Derek DeLisle – State Farm Agent in Hayward, Wisconsin is seeking an Insurance & Financial Services Representative who thrives on performance. This sales-focused role will involve talking with prospects, identifying needs, and turning conversations into business opportunities within licensing requirements.

You will develop new insurance business, build relationships, review customer needs, cross-sell products, and maintain a steady sales pipeline while supporting the hybrid team.

Qualifications

• Licensed to sell insurance and financial services.
• Experience with needs-based conversations and consultative selling.
• Ability to generate and follow up with leads and referrals.

Responsibilities

• Develop new insurance business.
• Build relationships with prospective customers.
• Review existing customer needs and identify opportunities.
• Conduct needs-based conversations within licensing requirements.
• Generate and follow up with leads.
• Seek referrals and develop additional sales opportunities.
• Cross-sell appropriate products based on customer needs.
• Maintain a consistent sales pipeline.
• Follow up with prospects to avoid missed opportunities.
• Work toward agency production and performance goals.
• Provide service support as part of the hybrid team.

Skills

Sales

Lead generation

Relationship building

Needs-based conversations

Cross-selling

Pipeline management

Follow-up

Agency goals

Customer service

Education

Professional licensing

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

Insurance & Financial Services Representative – State Farm Agent Team Member

Derek DeLisle – State Farm Agent | Hayward, Wisconsin

Position Overview

If you're comfortable talking about goals, asking the right questions, and turning conversations into business opportunities, Derek DeLisle State Farm is looking for an Insurance & Financial Services Representative who wants their performance to matter.

This is the most sales-focused opportunities. You'll work with prospective and existing customers to identify needs, develop new business, deepen existing relationships, and contribute directly to agency production.

Your Focus

• Develop new insurance business.
• Build relationships with prospective customers.
• Review existing customer needs and identify appropriate opportunities.
• Conduct needs-based insurance and financial-services conversations within applicable licensing and authorization requirements.
• Generate and follow up with leads.
• Seek referrals and develop additional sales opportunities.
• Cross-sell appropriate products based on customer needs.
• Maintain a consistent sales pipeline.
• Follow up with prospects rather than allowing opportunities to go cold.
• Work toward established agency production and performance goals.
• Provide service support when necessary as part of Derek's hybrid team environment.

What Will Make You Successful?

This role is best suited for someone who is motivated by performance, comfortable initiating conversations, persistent with follow-up, and capable of developing genuine customer relationships.

Qualified licensed candidates may receive a sign-on bonus, and eligible employees may receive a bonus after obtaining required licensing.

Paid time off is provided. Health insurance and retirement benefits are not currently offered.

State Farm Disclaimer

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.