Financial Services Representative - State Farm Agent Team Member

Juliebass; Monona (WI); On-site; USD 37,800 - 46,200; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Juliebass in Monona, WI, is seeking a passionate individual for a role focused on helping families and business owners navigate important financial decisions. You will not cold call strangers but rather work within an established, relationship-focused agency.

The role includes a base salary of $42,000 plus commission, and offers opportunities for professional growth. If you are confident, curious about finance, and want to help others, this is the position for you.

Qualifications

• Ability to engage with customers in a warm and confident manner.
• Motivation to learn and grow in the financial planning field.
• Willingness to obtain necessary licenses.

Responsibilities

• Help customers navigate retirement planning and investment conversations.
• Provide insurance protection and business planning assistance.
• Guide customers towards achieving long-term financial goals.

Skills

Warm and confident with people

Coachable

Motivated

Curious about business and financial planning

Education

Licensing preferred or willing to obtain: Life & Health, SIE, Series 6, 63 & 65

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

We’re Hiring

Not for a “salesperson.” For someone who genuinely enjoys people, conversations, and helping families and business owners make smart financial decisions.

Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate:

• Retirement planning
• Mutual funds & investment conversations
• Insurance protection
• Business planning
• Long-term financial goals

What makes this different?

You won’t be handed a phone book and told to cold call strangers all day. You’ll work inside an established, relationship-focused agency that values trust, connection, and doing what’s right for people.

$42,000 Base Salary + Commission + Licensing Support + Growth Opportunity

We’re looking for someone who is:

• Warm and confident with people
• Coachable and motivated
• Curious about business and financial planning
• Ready to grow professionally and personally
• Licensing preferred or willing to obtain:
  • Life & Health | SIE | Series 6, 63 & 65

If you’re looking for meaningful work, strong growth potential, and a career built on relationships instead of pressure, let’s talk.

Madison, WI | Julie Bass Insurance & Financial Services, Inc.