Insurance and Financial Services Position - State Farm Team Member

Job Description

Job DescriptionBenefits:

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

Job Title: Insurance and Financial Services Representative


ROLE DESCRIPTION:
Are you a driven, goal-oriented professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, youll play a pivotal role in our agency by helping clients secure their financial futures through tailored insurance and investment solutions.

In this highly consultative role, youll build lasting relationships, identify customer needs, and offer products that align with their goalswhether its retirement planning, risk protection, or wealth building. This is an exciting opportunity to grow your career while making a meaningful impact in your community.

RESPONSIBILITIES:

• Proactively build and manage a portfolio of clients across insurance and financial service lines
  
  
• Provide personalized recommendations for life, health, and financial products based on clients needs
  
  
• Conduct financial reviews to help clients plan for retirement, manage investments, and protect assets
  
  
• Stay informed on market conditions, product updates, and industry regulations
  
  
• Drive sales by identifying opportunities through prospecting and relationship-building
  
  
• Meet individual and agency sales targets through high-quality service and consultative selling
  
  

QUALIFICATIONS:

• Strong communication, consultative sales, and relationship-management skills
  
  
• Self-motivated with a high degree of professionalism and integrity
  
  
• Ability to explain complex financial concepts in a simple, client-friendly manner
  
  
• Active insurance license (Life & Health required; Property & Casualty a plus)
  
  

Why Join Us?

• Competitive base salary plus commission and performance bonuses
  
  
• Supportive team environment with training and development opportunities
  
  
• Access to a growing book of business and high-quality leads
  
  
• A career that offers both financial rewards and the satisfaction of helping others