Financial Services Rep – Insurance & Financial Guidance

Getphillyinsurance; Philadelphia (Philadelphia County); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Training & development

Competitive salary

Job summary

Paul Hoffman - State Farm Agent in Philadelphia, PA is seeking a Financial Services Representative - State Farm Agent Team Member. This full-time role focuses on marketing financial products that manage everyday risks and educating customers on their financial options. You will build relationships, generate new business, and help clients with Auto, Home, Life insurance products.

Compensation ranges from $45,000 to $55,000 per year, with opportunities for advancement, PTO, and performance bonuses.

Qualifications

• Sales or customer-facing experience.
• Self-motivated and goal oriented.
• Insurance license preferred (or willingness to obtain).
• Strong communication skills.

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

Sales experience

Client relationships

Communication skills

Job description

Paul Hoffman - State Farm Agent in Philadelphia, PA is seeking a Financial Services Representative - State Farm Agent Team Member. This full-time role focuses on marketing financial products that manage everyday risks and educating customers on their financial options. You will build relationships, generate new business, and help clients with Auto, Home, Life insurance products.

Compensation ranges from $45,000 to $55,000 per year, with opportunities for advancement, PTO, and performance bonuses.