Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Conshohocken (Montgomery County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

401(k)

Performance bonuses

Job summary

Bill Weychert State Farm in Conshohocken is looking for a Financial Services Representative. In this role, you will help clients with life insurance, retirement planning, and investment strategies to achieve long-term financial security.

This position requires strong communication skills and a proven track record in financial services. Remuneration includes competitive base pay plus commission and bonuses based on performance.

Qualifications

• Proven success in financial services, investment sales, retirement planning, or life insurance sales.
• Ability to explain complex financial concepts in a clear, client-friendly manner.
• Strong consultative selling and relationship-building skills.

Responsibilities

• Conduct financial reviews to understand client goals and risk tolerance.
• Recommend life insurance solutions that help protect families and businesses.
• Generate new opportunities through networking and proactive outreach.

Skills

Consultative selling

Relationship-building

Communication skills

Goal-oriented

Self-motivated

Education

Active Life & Health Insurance License

FINRA Series 6 and 63 licenses

Active Property & Casualty license

Job description

Financial Services Representative – Life Insurance, Investments & Wealth Strategies

Bill Weychert State Farm

Locations: Conshohocken, PA & Philadelphia, PA

2078 Butler Pike, Conshohocken, PA 19428
6001 Ridge Avenue, Philadelphia, PA 19128-1651

Full-Time | In-Office

Help Clients Plan, Protect, and Grow.

Bill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection. This opportunity is ideal for a motivated professional who can build trusted client relationships, explain financial concepts clearly, and drive agency growth through meaningful financial conversations. The right candidate will be comfortable working in a results-oriented environment with strong earning potential tied to production.

About The Role

In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.

Licensing & Registration Requirements

• Active Life & Health Insurance License
• FINRA Series 6 and 63 licenses, or equivalent registrations

Strongly Preferred

• FINRA Series 65 license
• Prior experience in financial services, investment sales, retirement planning, or life insurance

Additional Requirement

• Active Property & Casualty license preferred
• Candidates without Property & Casualty must be willing to obtain it with agency support

Key Responsibilities

• Conduct financial reviews to understand client goals, risk tolerance, current protection, and long-term objectives
• Present investment products, retirement strategies, and wealth accumulation options tailored to client needs
• Recommend life insurance solutions that help protect families, businesses, income, and financial futures
• Generate new opportunities through referrals, networking, marketing efforts, existing clients, and proactive outreach
• Build long-term client relationships through reviews, follow-up, proactive communication, and excellent service
• Maintain compliance with insurance, securities, and financial services regulations
• Accurately document client interactions, recommendations, and follow-up activity

Qualifications

• Proven success in financial services, investment sales, retirement planning, or life insurance sales
• Strong consultative selling and relationship-building skills
• Ability to explain complex financial concepts in a clear, client-friendly manner
• Goal-oriented with a strong drive to grow production and revenue
• Excellent communication, presentation, and interpersonal skills
• Self‑motivated with strong organization and follow‑up habits

What We Offer

• Competitive base compensation plus uncapped commission opportunities
• Performance bonuses and production incentives
• Access to an established client base and referral opportunities
• Opportunity to support clients across two established agency locations
• Supportive, growth‑oriented agency culture
• Opportunity to build a long‑term financial services practice within a successful State Farm agency

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary

Build a Career Helping Clients Protect Their Future

If you are motivated by growth, confident in financial conversations, and passionate about helping clients make informed decisions, we encourage you to apply today.

Equal Opportunity Employer

Bill Weychert State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Compensation: $70,000.00 - $90,000.00 per year

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.