Financial Account Representative

Job overview

The Financial Account Representative role is full-time and onsite in Madison, WI. Compensation is $35,000–$80,000 per year. The position is with Dan Beilke, an independent State Farm agent, and supports the agency’s customer and marketing work. The representative uses needs-based conversations to explain insurance options, develops leads, schedules appointments, and identifies customer needs. The role contributes to agency growth by matching customers with appropriate products and services and supporting marketing goals.

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 account representative

full-time

madison wi

dan beilke state farm agent

insurance options

customer needs

lead development

appointment scheduling

marketing goals

$35,000–$80,000/year

licensing required

Work arrangement

• Weekend coverage required

Benefits & perks

• Salary plus commission or bonus
• profit sharing
• paid time off, including vacation and personal or sick days
• advancement potential.

Why this role

Property and Casualty and Life and Health licenses must be obtained. The posting states this position is with an independent contractor agent, not State Farm Insurance Companies.

About the employer

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