Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member role is onsite in Battle Creek, MI, with full-time day-shift employment. Pay is $50,000–$70,000 per year. The role supports Chad Heeter - State Farm Agent’s Battle Creek office and its financial-product marketing work. The representative develops leads, schedules appointments, identifies customer needs, and educates customers about insurance and financial options. This consultative sales work supports agency marketing goals and helps customers consider products for managing everyday risks.

What you'll do

• 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.

What we're looking for

Skills & competencies

financial services representative

insurance

financial products

customer education

lead development

appointment scheduling

sales

full-time

battle creek mi

chad heeter state farm agent

$50k–$70k/year

life and health license

sie

series 6/63/65

Work arrangement

• Weekend coverage required

Benefits & perks

• Hiring bonus
• 401(k) matching
• performance-based bonus
• flexible schedule
• paid time off
• training and development
• advancement opportunities.

Why this role

The posting requires relevant financial-service licenses, including Life/Health, SIE, Series 6/63/65, and knowledge of financial products. Sales goals or quota experience is preferred.

About the employer

Chad Heeter - State Farm Agent is hiring for this role. Industry: International, Secondary Market, and All Other Nondepository Credit Intermediation. Sector: 52.