Business Development Representative - State Farm Agent Team Member

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

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

State Farm Agent in San Leandro, CA is seeking a Licensed Insurance & Financial Services Account Representative committed to providing excellent customer service and insurance solutions. You will build relationships with customers and support them with their insurance needs including life, health, and retirement planning.

This dynamic role requires industry knowledge and strong communication skills as you will work with an established book of clients. The position offers a base pay of $25.00 - $35.00 per hour, plus performance-based incentives.

Qualifications

• Strong written and verbal communication skills.
• Organized, detail-oriented, and professional.
• Coachable, goal-oriented, and interested in long-term growth.

Responsibilities

• Build relationships with new and existing customers.
• Contact existing policyholders to conduct household reviews.
• Set qualified appointments for insurance conversations.

Skills

Communication Skills

Organizational Skills

Sales Experience

Education

Active Property & Casualty insurance license

Active Life & Health insurance license

Job description

Responsive recruiter

Replies within 24 hours

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

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

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.

Base pay: $25.00 - $35.00 per hour.

Mission

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams.

We Are Located In San Leandro, CA And Help Customers With Their Insurance And Financial Services Needs, Including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.