Financial Services Position - State Farm Agent Team Member

State Farm Agent; Sacramento (CA); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Draw plus commission

Supportive work environment

Team development and mentorship

Job summary

An insurance agency in Sacramento is seeking a full-time customer service representative. Responsibilities include establishing customer relationships, providing prompt support, and educating clients about insurance options. Candidates should possess excellent interpersonal and communication skills, be people-oriented, and be self-motivated. This position offers a draw plus commission structure and requires obtaining licenses. If you're ready to join a dynamic team in a growth-oriented environment, we encourage you to apply.

Qualifications

• Must be enthusiastic about the role of insurance and financial products.
• Selected candidate is expected to remain current on product changes and licensing.
• Detail-oriented and organized with a team-oriented mindset.
• Willingness to learn and adapt to licensing requirements and product changes.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt and accurate customer service.
• Educate customers about insurance options and products.
• Develop leads, schedule appointments, and market services.
• Develop leads, schedule appointments, identify needs, and market appropriate products.

Skills

Excellent interpersonal skills

Excellent communication skills

Detail oriented

Organizational skills

Self-motivated

People-oriented

Proactive in problem solving

Ability to learn computer functions

Ability to work in a team environment

Ability to multi-task

Ability to make presentations

Ability to explain complex issues

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Courses on ethical and customer-centered sales practices

Job description

Full Time • Sacramento - CA

Replies within 24 hours

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• 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.
• Maintain a strong work ethic with a total commitment to success each and every day.

Benefits

• Draw plus commission

Requirements

• Excellent interpersonal skills
• 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
• People‑oriented
• Organizational skills
• Self‑motivated
• Detail oriented
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment
• Ability to multi‑task
• Ability to make presentations to potential customers
• Ability to explain complex financial issues in understandable terms
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Courses on ethical and customer centered sales practices will be required
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
• Position may require irregular working hours

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

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.

We're Hiring!

We are a very busy office and are looking for our next great team member. We are an established, growth‑oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our well‑trained team uses state of the art technology to achieve outstanding results. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self‑motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• I have been a State Farm agent since 1987.
• I am a third generation State Farm agent.
• I am a proud graduate of CSU Sacramento.
• We currently have 6 team members at our agency.

If you want a career, not a job, then we encourage you to apply.

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.

Join a community of good neighbors

Make a difference in your community every day

Gain confidence and grow your career

Earn benefits and rewards that are second to none