Financial Account Representative State Farm Agent Team Member

4 months ago


Marquette, United States Jill Leonard - State Farm Agent Full time
Job DescriptionJob DescriptionROLE DESCRIPTION:
As a Financial Account Representative State Farm Agent Team Member with Jill Leonard - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office



  • Marquette, United States Jill Leonard - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewState Farm Insurance Agent located in Marquette is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Jill Leonard, you will build and develop customer relationships within the community to promote State Farm products including auto home and life...


  • Marquette, United States Jill Leonard - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish...

  • Staff Assistant

    4 months ago


    Marquette, United States Jill Leonard - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesUse a...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Job OverviewAs a valued member of Jill Leonard - State Farm Agent's team, you will play a crucial role in building and maintaining strong relationships with customers in the community. Your primary objective will be to promote State Farm products, including auto, home, and life insurance, to individuals and families.Key ResponsibilitiesCustomer-Focused Sales...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Exciting Career Opportunity as an Insurance Agent Team MemberWe are currently seeking a dynamic and customer-focused individual to join our team as an Insurance Agent Team Member. If you thrive in a fast-paced environment and are passionate about providing exceptional service to customers, this position might be perfect for you.Key Responsibilities:Conduct...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Job OverviewAs a Staff Assistant at Jill Leonard - State Farm Agent, you will play a vital role in helping our customers achieve their insurance and financial goals. We are seeking a highly motivated and customer-focused individual to join our team.Key ResponsibilitiesUse a customer-centric approach to educate customers about insurance options and develop...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Exciting Career Opportunity as an Insurance Agent Team MemberWe are currently seeking a dynamic and customer-focused individual to join our team as an Insurance Agent Team Member. If you thrive in a fast-paced environment and are passionate about providing exceptional service to customers, this position might be perfect for you.Key Responsibilities:Conduct...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Join Our Team as a Client Services CoordinatorWe are seeking a motivated and customer-oriented professional to become a vital part of our organization as a Client Services Coordinator. If you excel in a dynamic setting and are committed to delivering top-notch service to clients, this role could be an excellent fit for you.Key Responsibilities:Engage in...

  • Bank Representative

    3 weeks ago


    Marquette, Iowa, United States Central State Bank Full time

    Job OverviewCentral State Bank, a family-owned, community-focused financial institution, is seeking a highly motivated Bank Representative to serve customers in our Marquette market.As a key member of our front-line sales and customer service team, the Bank Representative will assist customers with daily banking needs by processing transactions, answering...


  • Marquette, Iowa, United States Central State Bank Full time

    About Central State BankCentral State Bank is a family-owned financial institution dedicated to serving the community with multiple locations across the Corridor and Northeast Iowa. We are currently in search of a driven Customer Service Representative to cater to our clientele primarily in the Marquette area.Role OverviewThe Customer Service Representative...


  • Marquette, Iowa, United States Central State Bank Full time

    Join Our Team at Central State BankCentral State Bank, a family-operated financial institution dedicated to serving our community, is on the lookout for a passionate Customer Service Representative to support our clientele in the Marquette area.This role is integral to our front-line service team, where you will assist customers with their everyday banking...


  • Marquette, Iowa, United States Central State Bank Full time

    About UsCentral State Bank is a family-owned financial institution dedicated to serving our community with integrity and excellence. We are currently looking for a dedicated Customer Service Representative to join our team in the Marquette area.Position OverviewAs a Customer Service Representative, you will be a vital part of our customer engagement team....


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Job Description**Position Overview**Are you a customer-focused professional with excellent communication skills? Do you enjoy working with the public and providing top-notch service? If so, this role may be the perfect fit for you.**Key Responsibilities**Establish and maintain strong customer relationships through regular follow-up and communication.Provide...


  • Marquette, Michigan, United States Border Foods Full time

    At Border Foods, we're passionate about making lives better. As a Team Member, you'll play a vital role in delivering exceptional customer experiences and serving up delicious food. Your responsibilities will include preparing food ingredients, assembling orders, and maintaining a clean and safe work environment. You'll also be the face of our brand,...

  • Financial Analyst

    1 month ago


    Marquette, Michigan, United States LifePoint Health Full time

    Position Overview:As a vital member of our finance team, the Accountant will play a crucial role in managing financial records and ensuring compliance with accounting standards.Key Responsibilities:Oversee daily financial transactions and maintain accurate financial records.Prepare financial statements and reports for management review.Assist in budget...


  • Marquette, Michigan, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.Tax Planning and StrategyOur tax specialists provide proactive tax...


  • Marquette, United States Easy Ice LLC Full time

    Job DescriptionJob DescriptionWe’re a growing company that provides an all-inclusive commercial ice machine subscription to business owners nationwide. We’ve been changing our industry for the better since we started in 2009, and we’re not slowing down anytime soon. As a member of our team, you’ll be helping restaurants, bars, hospitals, hotels, and...

  • Senior Tax Specialist

    2 months ago


    Marquette, United States Hantz Group Full time

    Job DescriptionJob DescriptionSenior Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...

  • Sr. Accountant

    2 months ago


    Marquette, United States Easy Ice LLC Full time

    Job DescriptionJob DescriptionJoin us at Easy Ice! We’re a growing company that provides an all-inclusive commercial ice machine subscription to business owners nationwide. We’ve been changing our industry for the better since we started in 2009, and we’re not slowing down anytime soon. As a member of our team, you’ll be helping restaurants, bars,...

  • In-Shop Team Member

    1 week ago


    Marquette, Michigan, United States Jimmy John Full time

    Job Summary: We are seeking a highly motivated and customer-focused In-Shop Team Member to join our team at Jimmy John's. As a key member of our crew, you will be responsible for providing exceptional customer service, preparing high-quality sandwiches, and maintaining a clean and safe work environment. Key Responsibilities: Provide world-class customer...