Financial Account Representative – State Farm Agent Team Member

Ahidagarcia; Philadelphia (Philadelphia County); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

PTO

Growth potential

Ongoing training and development opportunities

Supportive and collaborative team

Job summary

Ahida Garcia is seeking a Financial Account Representative to market financial products and educate customers on insurance options in Philadelphia. The successful candidate will have a Bachelor’s degree and be bilingual in English and Spanish.

Responsibilities include educating customers, working with the marketing team, and developing leads. This role offers a salary of $40,000 to $70,000 annually, plus commission and various benefits including ongoing training and a supportive team environment.

Qualifications

• Must be bilingual in English and Spanish.
• Proven experience working as a financial services representative.
• Excellent analytical, organizational, and problem-solving skills.

Responsibilities

• Educate customers about insurance options through a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and market appropriate products.

Skills

Bilingual in English and Spanish

Excellent analytical skills

Organizational skills

Problem-solving skills

Education

Bachelor's degree in finance or related field

Job description

Role Description

As a Financial Account Representative with Ahida Garcia State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces a sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Location

Philadelphia, PA 19124.

We are located in Philadelphia, PA and help customers with their insurance and financial services needs, including:

• Home insurance
• Life insurance

Compensation

Salary: $40,000.00 - $70,000.00 per year.

Benefits

• Salary plus commission/bonus
• PTO
• Growth potential and opportunity for advancement within my office
• Ongoing training and development opportunities to enhance your skills and knowledge
• A supportive and collaborative team that feels like family

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be bilingual in English and Spanish.
• Proven experience working as a financial services representative.
• Excellent analytical, organizational, and problem‑solving skills.
• Licensed in Life and Health Insurance.

Schedule

Position may require evenings and/or Saturdays for marketing events.

Legal / Employment Relationship

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.