Financial Services Representative - State Farm Agent Team Member
Joe Woelfle - State Farm Agent
Job Description
Job Description
Benefits:
- Hiring bonus
- Health stipend
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services preferred.
- Analytical and communication skills.
- FINRA Series 6/63/65 or 7 licenses will be required.
Vacancy posted 20 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in Mequon, WI vacancy
$60k - $100k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...SuggestedFor contractorsWork at officeFlexible hours- ...and are looking for our next great team member. We are a growing agency with big dreams... ...customers with their insurance and financial services needs, including Auto Insurance,... ...job, then we encourage you to apply.State Farm agents are independent contractors who hire...SuggestedFor contractorsWork at office
$45k - $65k
...questions, working for a State Farm independent contractor agent may be the career for... ...State Farm Insurance and financial services products. ROLE... ...: As Account Representative for Joe Woelfle - State... ...looking for our next great team member. We are a growing...SuggestedFor contractorsWork at officeFlexible hours- ...and are looking for our next great team member. We are a growing agency with big dreams... ...customers with their insurance and financial services needs, including Auto Insurance,... ...Then We Encourage You to Apply. State Farm agents are independent contractors who hire...SuggestedFor contractorsWork at office
$40k - $60k
...Customer Service Representative As a proud Ozaukee native and Grafton High... ...like home. From weekly team luncheons to a snack room... ...with their insurance and financial services needs, including:... ...Retirement planning State Farm agents are independent contractors...SuggestedFor contractors$45k - $65k
Customer Relations Representative - State Farm Agent Team MemberAs a Customer Relations Representative... ...- State Farm Agent Team Member with Joe Woelfle - State... ...to detail, customer service skills, and desire to... ...with their insurance and financial services needs, including...For contractors- ...: Mequon, WI 53092 At Joe Woelfle - State Farm Agent, we’re here to help people protect what... ...your career, help others, and be part of a team that strives to do good every day, you’... ...experience. Collaborate with team members to achieve office objectives. Qualifications...Work at officeFlexible hours
- ...About our Agency: I joined State Farm in 2021 and opened this... ...and support needed to help new team members succeed. Our agency is built... ...Catharine Albin - State Farm Agent, we’re here to help people protect... ...Prior experience in customer service, business support, or...Casual workWork at officeFlexible hours
- ...Agency: Since joining State Farm in 2014 and... ...built a tight-knit team of four who share a commitment to service and team camaraderie... ...under a State Farm agent, Andrew... ...providing his team members with similar growth... ...Customer Service Representative - State Farm Agent...Work at officeFlexible hours
$15 - $20 per hour
Customer Service Representative - State Farm Agent Team Member Full Time in Mequon - WI Health Stipend Opportunity for advancement Paid time off Bonus based on performance ROLE DESCRIPTION As a Customer Service Representative with Joe Woelfle - State Farm Agent, you will...Hourly payFull timeFor contractorsFlexible hours- ...salary Health insurance Paid time off ROLE DESCRIPTION As a State Farm Agent Team Member, you will generate the kind of exceptional customer... ...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will...Flexible hours
- ...like home. From weekly team luncheons to a snack... ...Norberto Matos-Soto - State Farm Agent, we're here to help people... ...Collaborate with team members to achieve office... ...experience in customer service, business support, or... ...with their insurance and financial services needs,...For contractorsWork at office
$40k - $50k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Andrew Stark - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful...For contractorsWork at office$50k - $80k
...Jason Marquardt State Farm, we're here to help... ...and be part of a team that strives to... ...As a Multiline Representative, you will focus on... ...personal growth & financial success. They don... ...insurance and financial services needs, including:... ...State Farm agents are independent contractors...Base plus commissionFull timeFor contractorsWork at officeMonday to Friday- ...2 and currently lead a team of two. Before becoming a State Farm agent, I worked in wholesale... ...value both great customer service and work-life balance,... ...As a Customer Service Representative with Eric Casey - State... ...with other agent team members, and anticipating the needs...Local areaFlexible hours
$45k - $50k
Customer Service Representative - State Farm Agent Team Member Full Time in Menomonee Falls - WI Simple IRA Licensing paid by agency Health insurance Opportunity for advancement Paid time off Bonus based on performance ABOUT OUR AGENCY I opened my agency in 2017 after previously...Full time$50k - $60k
Customer Service Representative - State Farm Agent Team Member Full Time in Germantown - WI - 53022 Replies within 24 hours Simple IRA Health insurance Opportunity for advancement Paid time off Bonus based on performance ABOUT OUR AGENCY I opened my agency in 2019 and currently...Full timeFor contractorsLocal areaFlexible hours- ...Health insurance Paid time off ROLE DESCRIPTION: As a State Farm Agent Team Member, you will generate the kind of exceptional customer... ...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will...Flexible hours
$50k - $75k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative - State Farm Agent Team Member with Andrew Stark... ...insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit...For contractorsWork at office- ...my agency in 2019 and currently lead a growing team of two. Before becoming a State Farm agent, I worked as a team member and was also a bartender, experiences that... ...environment. Prior experience in customer service, business support, or insurance preferred....Work at officeLocal areaFlexible hours
- ...feels like home. From weekly team luncheons to a snack room... ...At Norberto Matos-Soto - State Farm Agent, we’re here to help people protect... ...experience. Collaborate with team members to achieve office objectives.... ...Prior experience in customer service, business support, or...Work at officeFlexible hours
$65k - $85k
...currently lead a growing team of two. Before becoming a State Farm agent, I worked as a team member and was also a... ...As an Account Representative for Adam Chamorro -... ...relevant products and services. RESPONSIBILITIES... ...their insurance and financial services needs, including...For contractorsLocal areaFlexible hours$45k - $65k
...home. From weekly team luncheons to a snack room... ...DESCRIPTION: As Account Representative - State Farm Agent Team Member for Norberto Matos-Soto -... ...relevant products and services. Grow your career... ...with their insurance and financial services needs, including...For contractorsWork at officeRelocation packageFlexible hours$50k - $75k
...might be a great fit on our team! ROLE DESCRIPTION: As Account Representative for Jason Marquardt State Farm Office, you will focus on... ...State Farm agents are independent contractors... ...with their insurance and financial services needs, including: Auto...Base plus commissionFull timeFor contractorsWork at officeMonday to Friday$45k - $65k
...that same focus, energy, and team spirit to everything we do.... ...in both overall sales and financial production, built on... ...As a Account Associate - State Farm Agent Team Member with Joe Woelfle - State Farm... ...Experience in sales or customer service preferred. Goal-oriented...For contractorsWork at officeFlexible hours$50k - $70k
...Customer Relations Representative As a Customer Relations Representative, you will be part of a collaborative team focused on reshaping the way insurance is approached. We... ...you! Compensation: $50,000.00 - $70,000.00 per year Norberto Matos-Soto - State Farm AgentWork at office- ...010 and currently lead a team of three. Before becoming a State Farm agent, I worked in corporate marketing within the financial industry. I'm an Indiana... ...important to me. I'm an active member of the local Rotary Club... ...to providing exceptional service to our customers. We are...Work at officeLocal areaFlexible hours
- ...development About Our Agency I joined State Farm in 2021 and opened this... ...support needed to help new team members succeed. Our agency is built... ...Catharine Albin - State Farm Agent is a leading insurance agency... ...to providing exceptional service to our customers. We are currently...Casual workWork at officeFlexible hours
$36k - $50k
...State Farm Independent Contractor Agent Are you a vibrant individual who thrives on providing... ...'s premier insurance and financial service products, offering you... ..., thriving in a dynamic team environment. If you... ...for our next great team member. We are a growing agency...For contractorsWork at office- ...agency in 2019 and currently lead a growing team of two. Before becoming a State Farm agent, I worked as a team member and was also a bartender, experiences that... ...you. ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Adam Chamorro...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative - State Farm Agent Team Member. Be the first to apply!
Related searches
- airport customer service agent Mequon, WI
- client experience specialist Mequon, WI
- customer service associate Mequon, WI
- customer success specialist Mequon, WI
- hospital customer service representative Mequon, WI
- customer service representative hiring Mequon, WI
- community service representative Mequon, WI
- client service representative Mequon, WI
- customer support representative Mequon, WI
- customer relations specialist Mequon, WI


