Financial Services Assistant – State Farm Agent Team Member

Claudia Salas - State Farm Agent; Dallas (TX); On-site; USD 40,000 - 85,000; Full time

Benefits offered by this job

Profit sharing

Paid time off

Growth potential

Job summary

Claudia Salas - State Farm Agent in Dallas, Texas is seeking a Financial Services Assistant to provide exceptional customer service and assist with marketing strategies. The ideal candidate will help build a successful team and offer insurance options to clients.

The position offers a salary plus commission, profit sharing, and opportunities for growth in a dynamic environment. Sales experience, strong communication skills, and a positive attitude towards financial products are essential.

Qualifications

• Sales experience preferred (outside, inside, retail, or telemarketing).
• Track record of meeting sales goals/quotas.
• Enthusiastic about insurance and financial products.

Responsibilities

• Provide prompt and accurate customer service.
• Educate customers about insurance options.
• Develop leads and schedule appointments.

Skills

Sales experience

Excellent communication skills

Self-motivated

Marketing experience

Education

Property and Casualty license

Life and Health license

Job description

Future Opening: Financial Services Assistant – State Farm Agent Team Member

Position Overview

The 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. 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

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• 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.

Benefits

• Salary plus commission/bonus
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within the agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills – written, verbal, and listening
• 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
• Self‑motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Property and Casualty license (must have currently)
• Life and Health license (must have currently)

Compensation: $40,000.00 - $85,000.00 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.