Financial Services Representative - State Farm Agent Team Member

Vicky Chen - State Farm Agent; Chino Hills (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Free food

Uniforms

Health insurance

Advancement opportunities

Paid time off

Signing bonus

Training & development

Vision insurance

401(k)

Performance bonus

Competitive salary

Dental insurance

Employee discounts

Job summary

Vicky Chen - State Farm Agent is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This role emphasizes relationship building, needs analysis, and ongoing customer education in the financial services space.

No previous insurance experience is required; licensing support and training are provided to help you grow within a supportive agency environment.

Qualifications

• Strong communication and interpersonal skills.
• Positive attitude and willingness to learn.
• Comfortable speaking with customers by phone and in person.
• Organized and dependable.
• Coachable and growth-oriented.
• Bilingual skills welcomed but not required.

Responsibilities

• Build and maintain strong customer relationships
• Conduct customer reviews and identify client needs
• Follow up with leads and existing customers
• Educate customers about insurance and financial service products
• Maintain accurate customer records and follow-up activities
• Participate in ongoing training and professional development

Skills

Communication skills

Positive attitude

Customer communication

Organized

Coachable

Bilingual helpful

Job description

Benefits:

• Free food & snacks
• Free uniforms
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• Vision insurance
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts

ROLE DESCRIPTION

Compensation: $23–26 per hour + Performance Bonus

Build a Career, Not Just a Job

Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals.

This position offers an excellent opportunity for individuals interested in professional sales, customer relationship management, and long-term career growth in the financial services industry.

Previous insurance experience is not required. We are willing to train the right candidate and provide licensing support.

Responsibilities

• Build and maintain strong customer relationships
• Conduct customer reviews and identify client needs
• Follow up with leads and existing customers
• Educate customers about insurance and financial service products
• Maintain accurate customer records and follow-up activities
• Participate in ongoing training and professional development

Qualifications

• Strong communication and interpersonal skills
• Positive attitude and willingness to learn
• Comfortable speaking with customers by phone and in person
• Organized and dependable
• Coachable and growth-oriented
• Bilingual skills are welcomed but not required

What We Offer

• Competitive hourly compensation
• Performance-based bonus opportunities
• Licensing support and training
• Established client base
• Career advancement opportunities
• Supportive team environment

We hire for attitude, work ethic, and potential. We can teach the industry knowledge.