Financial Representative – State Farm Agent Team Member

Alex Mora - State Farm Agent; Anaheim (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Base Salary plus commission/bonus

Group health plan, $300 monthly allowance

Dental and Vision, paid by owner

Life insurance, $75,000, paid by owner

401k with 4% match

Paid time off (vacation and personal/sick days)

Opportunity for growth and advancement

Job summary

Alex Mora - State Farm Agent is looking for a Financial Representative to join their team in Anaheim, California. The role offers a rewarding career where you can help customers through value-based conversations and exceptional service. You will establish customer relationships and educate them on various insurance options.

Preferred candidates will be bilingual in Spanish and have sales experience. Compensation ranges from $65,000 to $120,000 annually, with a competitive benefits package.

Qualifications

• Bilingual required – Spanish.
• Sales experience preferred.
• Successful track record of meeting sales goals/quotas preferred.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Skills

Bilingual (Spanish)

Sales experience

Excellent interpersonal skills

Enthusiastic about insurance and financial products

Education

Bachelor's degree

Job description

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value‑based conversations and remarkable customer experience. If you are a motivated self‑starter who thrives in a fast‑paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer‑focused, needs‑based review process to educate customers about insurance options.

Benefits

• Base Salary plus commission/bonus
• Group health plan. $300 monthly allowance.
• Dental and Vision, paid by owner.
• Group Life $75,000.00, paid by owner.
• 401k with 4% match
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my office
• Opportunity for growth. We can train you and license you to represent State Farm and the insurance industry with integrity and professionalism
• Team environment with great people in a professional, team focused, goal oriented environment

Requirements

• Bilingual required – Spanish
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Must be available to work the following schedule: 8:30 am to 5:30 pm M-F
• Bachelor's degree preferred

Compensation: $65,000.00 - $120,000.00 per year

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.