Financial Services Representative - State Farm Agent Team Member

Glenn-Goodrich---State-Farm-Agent; Bala Cynwyd (PA); Hybrid; USD 42,000 - 70,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Glenn Goodrich State Farm Agency is seeking an Insurance & Financial Sales Representative. This role starts fully in office near Philadelphia, Bala Cynwyd, PA, with potential to transition to hybrid/remote after training.

You will identify client needs, propose auto, home, renters, life, and other coverages, and drive sales while delivering exceptional service. The ideal candidate has a background in sales or customer relationships, strong communication, and the willingness to obtain necessary

Qualifications

• Proven success in sales, business development, or customer relationship management; insurance experience is a plus but not required.
• Strong communication skills with the ability to build trust quickly.
• Competitive, self-motivated, and driven to exceed goals.
• Positive, resilient mindset with the ability to handle rejection.
• Confident asking for the sale and comfortable overcoming objections.
• Detail-oriented with strong time management across tasks.
• Willingness to obtain Property & Casualty and Life & Health licenses if not already licensed.
• Comfortable learning new technology and CRM/agency software.

Responsibilities

• Identify customer needs and recommend personalized auto, home, renters, life, and other insurance solutions.
• Generate new business through inbound leads, outbound prospecting, referrals, and community networking.
• Conduct policy reviews to ensure customers have the right coverage as their lives and needs change.
• Educate customers on insurance products to help them make informed decisions.
• Meet and exceed monthly sales goals while delivering an outstanding customer experience.
• Follow up with prospects via phone, text, email, and CRM systems.
• Cross-sell additional insurance products by identifying coverage gaps.
• Build long-term customer loyalty through honesty, professionalism, and responsive service.
• Collaborate with the agency team to achieve office sales goals and maintain a positive culture.
• Participate in ongoing training and professional development to improve sales skills

Skills

Sales experience

Strong communication

Goal-driven

Resilience

Closing skills

Coachable

Customer needs

Multi-tasking

Licensing willingness

Tools

CRM systems

Agency software

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ROLE DESCRIPTION:

Glenn Goodrich State Farm Agency: We are looking for an Insurance & Financial Sales Representative to grow with our Agency (preferrably with State Farm or insurance experience). We are 7 years into Agency & looking to build the team long term! This position will be fully in office to start with the ability to be hybrid / remote after training. As an office, we are in full growth mode as an Agency. We have to pivot, look for gaps in coverages for existing & new clients & share the Agency vision of growth. We have a great small team set in place for the future with a great office dynamic & we're looking to add another vital piece to the team. Office location - Just outside Philadelphia near City Avenue in Bala Cynwyd, PA. Our website here to learn about us & see office location: www.PHLinsurance.com

RESPONSIBILITIES:

• Identify customer needs and recommend personalized auto, home, renters, life, and other insurance solutions.
• Generate new business through inbound leads, outbound prospecting, referrals, and community networking.
• Conduct policy reviews to ensure customers have the right coverage as their lives and needs change.
• Educate customers on insurance products and help them make informed decisions to protect what matters most.
• Meet and exceed monthly sales goals while delivering an outstanding customer experience.
• Follow up consistently with prospects using phone, text, email, and CRM systems.
• Cross-sell additional insurance products by uncovering coverage gaps and opportunities.
• Build long-term customer loyalty through honesty, professionalism, and responsive service.
• Collaborate with the agency team to achieve office sales goals and create a positive, high-performing culture.
• Participate in ongoing training, coaching, and professional development to continually improve sales skills

QUALIFICATIONS:

• Proven success in sales, business development, or customer relationship management (insurance experience is a plus, but not required).
• Strong communication skills with the ability to build trust quickly.
• Competitive, self-motivated, and driven to exceed individual and team goals.
• Positive, resilient mindset with the ability to bounce back from rejection.
• Confident asking for the sale and comfortable overcoming objections.
• Strong work ethic and a sense of personal accountability.
• Coachable with a desire to continuously improve and develop professionally.
• Ability to identify customer needs and recommend appropriate solutions.
• Detail-oriented and able to multitask in a fast-paced environment.
• Comfortable learning new technology, CRM systems, and agency software.
• Property & Casualty and/or Life & Health insurance licenses (preferred or willingness to obtain upon hire).

Flexible work from home options available.