Financial Account Representative

Job overview

The Financial Account Representative role is onsite in Berwyn, IL, with stated compensation of $38,000–$55,000 per year. Jill Willey’s State Farm agency serves its community with insurance and financial products and has operated for more than 15 years. The representative helps customers identify insurance and financial needs, recommends suitable products, develops leads, and maintains client relationships while contributing to the agency’s sales goals. The posting requires bilingual Spanish ability.

What you'll do

• Engage prospective customers and identify insurance needs
• recommend personalized insurance and financial products
• generate leads through referrals, networking, and community involvement
• conduct consultations
• maintain client relationships and provide ongoing support
• collaborate with the team on sales targets.

What we're looking for

Skills & competencies

financial account representative

berwyn il

jill willey state farm

full-time

insurance sales

financial products

customer relationships

lead generation

consultative selling

bilingual spanish

$38k–$55k/year

weekdays 9 am–5 pm

Work arrangement

• Weekend coverage required

Benefits & perks

• Salary plus commission or bonus, paid time off, training and development, and advancement opportunities.

Why this role

Bilingual Spanish is required; prior sales or customer service experience is preferred but not required.

About the employer

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