Business Plan, Cold Calling Skills, Financial Planning, Financial Services, Health Insurance, Insurance, Investment Funds, Licensing, Mutual Funds, Retirement Planning, Sales, Series 6, Training/Teaching
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
We’re Hiring.
Not for a “salesperson.” For someone who genuinely enjoys people, conversations, and helping families and business owners make smart financial decisions.
Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate:
- Retirement planning
- Mutual funds & investment conversations
- Insurance protection
- Business planning
- Long-term financial goals
What makes this different?
You won’t be handed a phone book and told to cold call strangers all day. You’ll work inside an established, relationship-focused agency that values trust, connection, and doing what’s right for people.
$42,000 Base Salary + Commission + Licensing Support + Growth Opportunity
We’re looking for someone who is:
- Warm and confident with people
- Coachable and motivated
- Curious about business and financial planning
- Ready to grow professionally and personally
- Licensing preferred or willing to obtain:
- Life & Health | SIE | Series 6, 63 & 65
If you’re looking for meaningful work, strong growth potential, and a career built on relationships instead of pressure, let’s talk.
Madison, WI | Julie Bass Insurance & Financial Services, Inc.
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Julie Bass - State Farm Agent