Business Development Representative - State Farm Agent Team Member

Jerrygarciasf; San Leandro (CA); On-site; USD 34,440 - 48,216; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Paid time off

Opportunity for advancement

Training & development

Job summary

Jerrygarciasf in San Leandro, CA, is hiring a Business Development Representative to build relationships and sell insurance products. The ideal candidate will have strong communication skills and possess relevant insurance licenses.

Responsibilities include contacting existing policyholders, setting appointments for varied insurance services, and providing excellent customer service. Compensation includes base pay and incentives, with a pay range of $25.00 - $35.00 per hour.

Qualifications

• Active insurance licenses preferred.
• Prior experience in sales or relationships is beneficial.
• Must be organized, detail-oriented, and coachable.

Responsibilities

• Build relationships with new and existing customers.
• Contact existing policyholders to assess protection needs.
• Set appointments for various insurance services.
• Sell appropriate insurance solutions based on needs.
• Follow up with customers through multiple channels.

Skills

Strong written and verbal communication skills

Experience in insurance sales or customer relationships

Organized and detail-oriented

Proactive customer contact

Ability to build relationships

Education

Active Property & Casualty insurance license

Active Life & Health insurance license

Job description

Business Development Representative - State Farm Agent Team Member

Full Time in San Leandro - CA

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

Licensed Insurance & Financial Services Account Representative

Jerry Garcia - State Farm Agent

You may be a great fit at Jerry Garcia - State Farm Agent If

You are the person people trust when life gets complicated — calm, steady, professional, and ready to help.

You genuinely care about your community and believe insurance is more than a transaction. It is a way to help families protect their income, their homes, their future, and the people they love.

You are a natural relationship-builder who listens first, earns trust quickly, and guides customers with confidence.

You are motivated by goals, growth, and meaningful conversations. You know how to turn needs-based conversations into appointments, recommendations, and buying decisions that truly help customers.

You want to grow beyond basic service work and become more valuable in life insurance, health insurance, disability insurance, supplemental health, and retirement planning conversations.

Location Address San Leandro, CA 94578

Responsibilities

• Build relationships with new and existing customers across multiple insurance and financial service product lines.
• Contact existing policyholders to conduct household reviews and identify protection needs.
• Set qualified appointments for life insurance, health insurance, disability insurance, supplemental health, and retirement planning conversations.
• Recommend appropriate insurance solutions based on customer needs.
• Sell life insurance, disability insurance, supplemental health insurance, and related protection products when appropriate.
• Support auto, fire, and household insurance conversations while identifying additional customer needs.
• Follow up with customers and prospects through phone, email, text, and scheduled appointments.
• Use agency scripts, systems, and activity tracking to maintain consistent performance.
• Maintain accurate records and provide a professional customer experience.
• Collaborate with the agency team to achieve sales, service, retention, and growth goals.

Qualifications

• Active Property & Casualty insurance license preferred.
• Active Life & Health insurance license strongly preferred.
• State Farm agency experience is a plus.
• Prior insurance sales or customer relationship experience preferred.
• Strong written and verbal communication skills.
• Comfortable making outbound calls and asking needs-based questions.
• Able to follow a structured sales process and daily activity standards.
• Organized, detail-oriented, and professional.
• Coachable, goal-oriented, and interested in long‑term growth.
• Must possess or be able to obtain required state insurance licenses.

Best Fit for This Role

This is a strong fit for someone who wants more than a basic service position.

We are looking for a person who wants to grow into a trusted insurance and financial services professional — someone who can provide excellent customer service while also identifying opportunities to help customers with life insurance, health insurance, disability insurance, supplemental health, and retirement planning conversations.

This role requires proactive customer contact, follow‑up, appointment setting, and needs‑based recommendations.

Compensation

Compensation includes base pay plus commission and performance‑based incentives.

Additional incentives may be available for qualified appointments, insurance production, activity goals, and customer relationship growth.

Training, coaching, scripts, and systems are provided.

Compensation $25.00 - $35.00 per hour