Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative - State Farm Agent Team Member

Erik Hosking - State Farm Agent

Job Description

Job Description

Benefits:

  • Hiring bonus
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Erik Hosking - 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 financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 6/63/65 or 7 license preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor
Vacancy posted 25 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in Germantown, WI vacancy
  •  ...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... 
    Suggested
    For contractors
    Work at office

    Joe Woelfle - State Farm Agent

    Mequon, WI
    1 day ago
  • $45k - $65k

     ...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative - State...  ...Your attention to detail, customer service skills, and desire to help people...  ...customers with their insurance and financial services needs, including Auto... 
    Suggested
    For contractors
    Flexible hours

    Joe Woelfle - State Farm Agent

    Mequon, WI
    5 days ago
  • $45k - $50k

     ...after previously working as a sales team member for a State Farm agent. That experience gave me a strong...  .... Role Description As a Customer Service Representative - State Farm Agent Team Member...  ...customers with their insurance and financial services needs, including: Auto... 
    Suggested
    For contractors

    Jason Marquardt - State Farm Agent

    Menomonee Falls, WI
    4 days ago
  • $45k - $65k

     ...Account Representative - State Farm Agent Team Member As Account Representative - State Farm Agent Team Member...  ...proactively marketing relevant products and services. Grow your career as you better...  ...with their insurance and financial services needs, including Auto Insurance... 
    Suggested
    For contractors
    Work at office
    Flexible hours

    Joe Woelfle - State Farm Agent

    Mequon, WI
    1 day ago
  • $50k - $80k

     ...advancement At Jason Marquardt State Farm, we’re here to help people...  ...others, and be part of a team that strives to do good...  ...Overview As a Multiline Representative, you will focus on generating...  ...motivated by both personal growth & financial success. They don't wait for... 
    Suggested
    Base plus commission
    Full time
    Work at office
    Monday to Friday

    Jason Marquardt - State Farm Agent

    Menomonee Falls, WI
    16 days ago
  • $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 contractors
    Work at office

    Andrew Stark - State Farm Agent

    Mequon, WI
    20 days ago
  •  ...Ambitious? We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to...  .... Our office is located in West Allis, WI. I have been a State Farm agent since 2003. We have 60+ years of combined insurance experience... 
    For contractors
    Work at office

    Brian Brecklin - State Farm Agent

    Brookfield, WI
    10 days ago
  •  ...Address: Mequon, WI 53092 At Joe Woelfle - State Farm Agent, we’re here to help people protect what...  ...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 office
    Flexible hours

    Joe Woelfle - State Farm Agent

    Mequon, WI
    29 days ago
  • $55k - $75k

     ...Business Development Representative - State Farm Agent Team Member Full Time in Menomonee Falls, WI At Jason Marquardt State Farm, we’re here to help people...  ...to promote awareness of available products and services. Assist customers in identifying options that align with... 
    Full time
    For contractors
    Work at office
    Monday to Friday

    Yourfallsagent

    Menomonee Falls, WI
    4 days ago
  •  ...Since joining State Farm in 2014 and opening...  ...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 office
    Flexible hours

    Andrew Stark - State Farm Agent

    Mequon, WI
    a month ago
  •  ...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

    Catharine Albin - State Farm Agent

    Cedarburg, WI
    17 days ago
  • $50k - $80k

     ...Account Representative - State Farm Agent Team Member for Andrew Stark - State Farm Agent As Account Representative - State Farm Agent Team Member for...  ...by proactively marketing relevant products and services. Grow your career as you better your community. As an... 
    For contractors
    Work at office

    Andrew Stark - State Farm Agent

    Brookfield, WI
    3 days ago
  • $36k - $50k

     ...a career journey with a State Farm independent contractor agent might just be the perfect...  ...'s premier insurance and financial service products, offering you the...  ...spirit, thriving in a dynamic team environment. If you...  ...for our next great team member. We are a growing agency... 
    For contractors
    Work at office
    Flexible hours

    State Farm

    Mequon, WI
    1 day ago
  • $42k - $54k

     ...public? If yes, working for a State Farm independent contractor agent may be the right career...  ...State Farm insurance and financial products....  ...appropriate products and services. Benefits Paid time off (...  ...functions Ability to work in a team environment If motivated... 
    Full time
    For contractors
    Flexible hours

    Gladwithchad

    Grafton, WI
    4 days ago
  • $30k

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value... 
    Base plus commission
    For contractors
    Work at office

    Dane Allen - State Farm Agent

    Sussex, WI
    4 days ago
  •  ...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...  ...insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a... 
    Work at office
    Local area
    Flexible hours

    Adam Chamorro - State Farm Agent

    Germantown, WI
    25 days ago
  • $17 - $28.96 per hour

     ...Bank requires you to directly represent yourself and your own...  ...customers, provide exceptional service, and learn the skills to grow...  ...transactions, assist customers with financial needs, and introduce...  ...insurance, mortgage, and other teams to provide comprehensive financial... 
    Hourly pay
    Full time
    Immediate start

    Associated Bank

    Germantown, WI
    2 days ago
  •  ...embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for...  ...Farm's premier insurance and financial service products, offering you the chance...  ...Collaborative spirit, thriving in a dynamic team environment. If you are... 
    For contractors
    Flexible hours

    Andrew Stark - State Farm Agent

    Mequon, WI
    a month ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Germantown, WI
    5 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial...  ...Receive Risk Product State Licensing: Life, Accident, and...  ...access to the best products and services for our clients. Our...  ...successes. We strive to create teams that reflect our customers and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Germantown, WI
    1 day ago
  • $60k - $100k

     ...Financial Services Representative - State Farm Agent Team Member Full Time in Mequon, WI Benefits Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION... 
    Full time
    For contractors
    Flexible hours

    Insuremke

    Mequon, WI
    2 days ago
  • $41.71k - $65k

     ...Delivers exceptional service to BMO...  ...guidance regarding financial solutions that...  ...Acts as a key member of a collaborative...  ...and market team. Probes to understand...  ...a real estate agent capacity....  ...salary listed above represents BMO Financial...  ...applicable federal, state and local law.... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Menomonee Falls, WI
    1 day ago
  •  ...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...  ...by proactively marketing relevant products and services. Grow your career as you better your community... 
    Local area
    Flexible hours

    Adam Chamorro - State Farm Agent

    Germantown, WI
    11 days ago
  • $17 - $28.96 per hour

     ...Associated Bank to directly represent yourself and your own experiences...  ..., provide exceptional service, and learn the skills to grow...  ...transactions, assist customers with financial needs, and introduce...  ...insurance, mortgage, and other teams to provide comprehensive financial... 
    Hourly pay

    Associated Banc-Corp

    Menomonee Falls, WI
    2 days ago
  •  ...accurate and timely customer service involving daily processing of financial transactions in a retail...  ...to the appropriate team. Promote bank products and...  ...listed below are representative of the education and experience...  ...Bank operates in 12 states across the southern U.S.... 
    Work at office
    Monday to Friday
    Night shift

    First Horizon

    Germantown, WI
    1 day ago
  •  ...full‑time Universal Teller. Are you passionate about providing financial services to our community? Do you want to work for a successful...  ...for 10 consecutive years in a row. We are a family‑oriented team with an excellent culture . Our company encourages employees... 
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Horicon Bank

    Menomonee Falls, WI
    2 days ago
  • $14 - $18 per hour

    McDonald’s is seeking Crew Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant cleanliness. Crew Members may work in the front counter, drive-thru, or kitchen depending on shift needs. Responsibilities... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    McDonald's

    Germantown, WI
    2 days ago
  • $10 per hour

     ...to nourish and inspire every team member, guest, and community we serve...  ...cashiers, servers, and guest service team members who welcome...  ...Free mental health, legal, and financial resources to support your well...  ...certifications in accordance with local, state, and federal regulations.... 
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Noodles & Company

    Menomonee Falls, WI
    2 days ago
  • $100k - $125k

     ...Senior Financial Analyst (FP&A) Reporting to the VP of Finance & Accounting, the Senior...  ...internal customers and cross-functional teams Identify, evaluate and compare multiple...  ...a DoALL location in one of the following states: Illinois (IL), Wisconsin (WI), Texas (TX... 
    Temporary work
    Work at office
    Remote work

    DGI Supply

    Menomonee Falls, WI
    5 days ago
  •  ...rooted belief in sustainability. We employ a diverse team worldwide in over 25 countries who represent our core values of customer orientation, integrity,...  ...looking for a commercially curious thinker who can turn financial data into insights and actions. The ideal candidate... 
    Local area
    Worldwide
    Relocation
    1 day per week

    Castolin Eutectic

    Menomonee Falls, WI
    3 days ago

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!