Insurance and Financial Services Team Member

Job overview

The Insurance and Financial Services Team Member role is onsite in Madison, WI. Compensation is $35,000–$100,000 per year, plus commission or bonus as described in the posting. The role supports Dan Beilke’s State Farm agency in building customer relationships and promoting insurance products.

What you'll do

• Build customer relationships
• use a needs-based review process to explain insurance options
• work with the agent on marketing goals
• develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Property and casualty and life and health licenses must be obtained.

What we're looking for

Skills & competencies

insurance

financial services

customer relationships

needs-based reviews

lead development

appointment scheduling

auto insurance

home insurance

life insurance

madison wi

state farm agent

$35k–$100k per year

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, 401(k) matching, performance-based bonus, health benefits, profit sharing, and agency advancement opportunities.

About the employer

Dan Beilke - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.