Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Newtown (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Training & development

Job summary

A local insurance agency in Newtown, PA, seeks a motivated Financial Services Representative with a strong background in life insurance and financial services. This position emphasizes sales and client relationships, offering competitive compensation including a base salary of $60,000 to $80,000 per year with commissions and bonuses. Candidates must have a Life & Health license and 3+ years of relevant experience. Join a growth-oriented team and help clients achieve their financial goals.

Qualifications

• 3+ years of experience in financial services, investment planning, or life insurance.
• Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred.

Responsibilities

• Provide comprehensive financial guidance, including life insurance and retirement strategies.
• Actively prospect, market, and sell financial products to meet or exceed production goals.
• Support clients with asset allocation strategies and ongoing financial reviews.

Skills

Sales-driven mindset

Strong analytical skills

Consultative communication

Job description

Responsive recruiter

Benefits

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

Financial Services Representative – Life Insurance & Investment Focus

Scott Morris State Farm Agency

Are you a driven, sales-focused financial professional with a strong background in life insurance and financial services? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and help clients build long-term financial security.

This is a performance-driven, sales-first role with strong income potential for someone who thrives in a results-oriented environment and enjoys building lasting client relationships.

This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).

Role Description

As a Financial Services Representative, you will combine financial expertise with strong sales execution to educate clients, uncover needs, and deliver tailored solutions. Your consultative approach—paired with a competitive, goal-oriented mindset—will directly contribute to agency growth while helping clients make confident financial decisions.

Key Responsibilities

Consult with Clients

Provide comprehensive financial guidance, including life insurance, retirement strategies, and investment solutions tailored to each client’s goals.

Drive Sales Growth

Actively prospect, market, and sell financial products, identify new opportunities, and consistently close business to meet or exceed production goals.

Portfolio Guidance

Support clients with asset allocation strategies, long-term planning, and ongoing financial reviews to ensure alignment with their objectives.

Ensure Compliance

Maintain adherence to all financial services regulations, documentation standards, and ethical guidelines.

Qualifications

• A strong sales-driven mindset with a proven track record in financial product or insurance sales
• 3+ years of experience in financial services, investment planning, or life insurance
• Strong analytical, consultative, and communication skills
• Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
• Self-motivated, competitive, and able to build long-term client relationships while consistently driving revenue

Why Join Scott Morris State Farm?

• Competitive compensation including base salary + uncapped commission + performance bonuses
• Licensing support for candidates pursuing additional financial credentials
• A professional, growth-oriented team environment with mentorship and development opportunities
• Clear opportunity to grow both your income and your career within a high-performing agency

If you’re an ambitious, sales-driven financial professional ready to take your career to the next level, apply today and grow with Scott Morris State Farm.

Compensation: $60,000.00 - $80,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Newtown, PA And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.