Financial Services Advisor – Insurance & Financial Planning

State Farm Agent; Philadelphia (Philadelphia County); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm Agent is seeking a Financial Services Representative to market and educate clients on insurance and financial products in a busy office setting. You will build relationships, assess client needs, and guide customers through quotes, coverage options, and the sales process.

The role emphasizes a sales-driven, consultative approach with a focus on long-term client service. Prior licensing is preferred; a commitment to learning and growth is expected.

Qualifications

• Proven ability to communicate clearly with customers.
• Experience in sales or customer-facing roles is preferred.
• Self-motivated, target-driven professional who can work independently.
• Insurance license is a plus or willingness to obtain one.

Responsibilities

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

Skills

Strong communication

Sales or customer-facing experience

Self-motivated and goal oriented

Insurance license preferred

Job description

State Farm Agent is seeking a Financial Services Representative to market and educate clients on insurance and financial products in a busy office setting. You will build relationships, assess client needs, and guide customers through quotes, coverage options, and the sales process.

The role emphasizes a sales-driven, consultative approach with a focus on long-term client service. Prior licensing is preferred; a commitment to learning and growth is expected.