Financial Services Representative

1 day ago


Madison, Wisconsin, United States Dan Beilke - State Farm Agent Full time
Job Overview

As a Financial Account Representative State Farm Agent Team Member, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences. We seek a motivated self-starter who thrives in a fast-paced environment and is 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.

Key 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.
Benefits
  • 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
  • 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)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

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.



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