Financial Services Assistant – State Farm Agent Team Member

Alex Mora - State Farm Agent; Anaheim (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Group health plan; $300 monthly allowance

Dental and vision coverage paid by owner

401k with 4% match

Paid time off (vacation, personal, and sick days)

Training and licensing provided

Job summary

Alex Mora - State Farm Agent is searching for a qualified Financial Services Assistant. This position focuses on establishing strong customer relationships, educating clients on insurance options, and driven sales in a fast-paced environment.

Ideal candidates will be bilingual in Spanish, possess sales experience, and have excellent interpersonal skills. The role offers a competitive salary ranging from $50,000 to $65,000 per year with various benefits including a group health plan and 401k with matching.

Qualifications

• Must be able to obtain Property and Casualty license.
• Must be able to obtain Life and Health license.
• Availability to work 8:30 a.m. to 5:30 p.m., Monday‑Friday.

Responsibilities

• Establish customer relationships and follow up with customers.
• Educate customers about insurance options using a needs-based review process.

Skills

Bilingual, Spanish

Sales experience

Excellent interpersonal skills

Education

Bachelor's degree

Job description

Financial Services Assistant – State Farm Agent Team Member

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Assistant – State Farm Agent Team Member. The position focuses on value‑based conversations and delivering a remarkable customer experience. It offers excellent income and growth potential for motivated self‑starters who thrive in a fast‑paced environment.

Position Overview

As an Agent Team Member, you will establish and nurture customer relationships, educate clients on insurance options using a needs‑based review process, and work toward meeting sales goals in a supportive team environment.

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 coverage paid by owner.
• Group life coverage $75,000 paid by owner.
• 401k with 4% match.
• Paid time off (vacation, personal, and sick days).
• Growth potential and opportunities for advancement within the office.
• Training and licensing to represent State Farm and the insurance industry with integrity and professionalism.
• Team environment with goal‑oriented, professional focus.

Compensation

$50,000.00 – $65,000.00 per year.

Requirements

• Bilingual, Spanish required.
• Sales experience (outside sales, inside sales, 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 risks, 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).
• Availability to work 8:30 a.m. to 5:30 p.m., Monday‑Friday.
• Bachelor's degree preferred.

Employment Type

This position is for a State Farm independent contractor agent, not with State Farm Insurance Companies. The agency hires its own employees, and agents are independent contractors responsible for employment decisions.