Financial Services Representative - State Farm Agent Team Member

Bill Weychert - State Farm Agent; Conshohocken (Montgomery County); On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Bill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to help clients plan, protect, and grow through life insurance, retirement planning, investment strategies, and long-term financial protection.

This in-office role targets individuals, families, and business owners, offering an opportunity to build trusted relationships and drive agency growth through meaningful financial conversations. Licensing and growth potential are emphasized.

Qualifications

• Active Life & Health Insurance License required.
• FINRA Series 6 and 63 licenses required or equivalent registrations.
• Property & Casualty license preferred; willingness to obtain it with agency support.
• Prior experience in financial services, retirement planning, or life insurance sales is beneficial.

Responsibilities

• Conduct financial reviews to understand client goals and risks.
• Present investment products, retirement strategies, and wealth options tailored to clients.
• Recommend life insurance solutions to protect families and businesses.
• Generate new opportunities through referrals, networking, and outreach.
• Build long-term client relationships with regular reviews and service.
• Maintain compliance with insurance, securities, and financial regulations.
• Document client interactions, recommendations, and follow-up activities.

Skills

Consultative selling

Relationship-building

Client communication

Goal-driven

Financial concepts explanation

Education

Active Life & Health Insurance License

FINRA Series 6 & 63 licenses

Property & Casualty license (preferred)

FINRA Series 65 (preferred)

Job description

Benefits:

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

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

Required:

• 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

Build a Career Helping Clients Protect Their Future

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.