Financial Account Representative – State Farm Agent Team Member

Job overview

The Financial Account Representative – State Farm Agent Team Member role is onsite in Marquette, MI, and pays $30,000–$50,000 per year. Jill Leonard - State Farm Agent serves customers through financial products and insurance options. The representative uses a needs-based approach to educate customers, develop leads, schedule appointments, and recommend appropriate products and services. The role supports agency marketing goals and helps customers understand financial options for managing everyday risks.

What you'll do

• Educate customers about insurance options through needs-based reviews
• 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 account representative

insurance options

financial products

customer education

lead development

appointment scheduling

sales goals

marquette mi

jill leonard state farm agent

$30k–$50k/year

paid time off

health benefits

Work arrangement

• Weekend coverage required

Benefits & perks

• Salary plus commission or bonus, paid time off, health benefits, profit sharing, and advancement potential.

Why this role

A bachelor's degree in finance, economics, accounting, or a related field is listed; relevant financial service licenses must be obtained.

About the employer

Jill Leonard - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.