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Financial Account Representative – State Farm Agent Team Member

Megan Demski - State Farm Agent
Brillion, WI Full Time
POSTED ON 5/28/2026 CLOSED ON 6/28/2026

What are the responsibilities and job description for the Financial Account Representative – State Farm Agent Team Member position at Megan Demski - State Farm Agent?

Benefits:
  • 401(k) matching
  • Flexible schedule
  • Paid time off
  • Signing bonus
  • Training & development
ROLE DESCRIPTION:
Megan Demski State Farm is seeking a qualified and empathetic professional for the role of Financial Account Representative. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.

As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.

RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet goals.
  • Maintain a strong work ethic with a total commitment to success every day.
  • Work alongside your agency’s team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
  • Possess excellent communication skills.
  • Display good analytical skills.
  • Provide excellent customer service.
  • Accredited with the Financial Industry Regulatory Authority (FINRA)
  • Life/Health Insurance License
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • 401K Match
  • Growth potential/Opportunity for advancement within my office
  • Licensing reimbursement after 3 months
  • Signing bonus for pre-licensed professionals

Benefits:

Vacation & Paid Time Off, 401K Plan, Paid Holidays

Salary : $50,000 - $65,000

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