Financial Services Representative

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🕒 April 12

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Logo of Federau Insurance and Financial Services Inc.

Federau Insurance and Financial Services Inc.

1 - 10 employees

👥 B2C

💸 Finance

🏦 Banking

B2C • Finance • Banking

Federau Insurance and Financial Services Inc. is a State Farm insurance agency led by agent Drew Federau with offices in Carmel and Westfield, Indiana. The agency is licensed in Indiana, Michigan, Ohio, and Illinois and provides a range of personal and commercial insurance products—auto, homeowners, condo, renters, life, health, business, recreational, and pet—plus related financial offerings such as banking, investment services, and annuities. Federau Insurance serves individuals, families, and small business owners across the Midwest, focusing on clear guidance, responsive service, and long-term relationships. The office offers in-person and remote support, bilingual service (English/Spanish), and emphasizes accessible, personalized quotes and claims assistance.

📋 Description

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. • Work with the agent to establish and meet marketing 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.

🎯 Requirements

• Excellent communication skills • Good analytical skills • Excellent customer service • Life/Health Insurance License • Successful track record of meeting sales goals/quotas preferred

🏖️ Benefits

• 401(k) • Bonus based on performance • Competitive salary • Flexible schedule • Health insurance • Opportunity for advancement • Paid time off • Training & development

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