Business Development Representative - State Farm Agent Team Member

Jerrygarciasf; San Leandro (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning.

Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base pay plus performance-based incentives, alongside continuous training and support.

The position is located in San Leandro, California, and is perfect for individuals looking to make a meaningful impact in their community.

Qualifications

• Person will assist clients with life insurance and financial needs.
• Communication skills are essential for providing excellent customer service.
• Must possess or be able to obtain required state insurance licenses.

Responsibilities

• Build relationships with new and existing customers.
• Conduct household reviews and identify protection needs.
• Set qualified appointments for insurance conversations.
• Recommend appropriate insurance solutions based on customer needs.
• Support conversations regarding various insurance types.

Skills

Active Property & Casualty insurance license preferred

Active Life & Health insurance license strongly preferred

Strong written and verbal communication skills

Coachable, goal-oriented, and interested in long-term growth

Education

High school diploma or equivalent

Job description

Benefits

• 401(k) matching


• Bonus based on performance


• Dental insurance


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• Vision insurance

Licensed Insurance & Financial Services Account Representative

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

About Our Agency

At Jerry Garcia - State Farm Agent, we help people protect what matters most and prepare for the future. We take pride in serving our community with integrity, care, and real support.

Our agency is relationship-driven. We serve new and existing policyholders by helping them understand their risks, protect their families, and make thoughtful decisions about insurance and financial services.

This position is ideal for someone who wants to grow professionally, work with an established book of customers, and become part of a team focused on excellent service, protection planning, and long-term customer relationships.

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.