Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Philadelphia (Philadelphia County); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm Agent is seeking a Financial Services Representative to market and educate clients on insurance and financial products in a busy office setting. You will build relationships, assess client needs, and guide customers through quotes, coverage options, and the sales process.

The role emphasizes a sales-driven, consultative approach with a focus on long-term client service. Prior licensing is preferred; a commitment to learning and growth is expected.

Qualifications

• Proven ability to communicate clearly with customers.
• Experience in sales or customer-facing roles is preferred.
• Self-motivated, target-driven professional who can work independently.
• Insurance license is a plus or willingness to obtain one.

Responsibilities

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

Skills

Strong communication

Sales or customer-facing experience

Self-motivated and goal oriented

Insurance license preferred

Job description

Role Description As a Financial Services Representative - State Farm Agent Team Member with Paul Hoffman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsive recruiter

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Paul Hoffman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

• Develop and maintain strong relationships with new and existing customers.
• Identify customer needs and recommend appropriate insurance products and coverage.
• Generate new business through leads, referrals, networking, and outbound calls.
• Follow up with prospects and customers to build long-term relationships.
• Educate customers on Auto, Home, Life, and other insurance products.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Meet individual and team sales goals while providing excellent customer service.
• Maintain accurate customer records and follow agency procedures.
• Stay current on insurance products, licensing requirements, and industry changes.

Qualifications

• Strong communication skills
• Sales or customer-facing experience
• Self-motivated and goal oriented
• Insurance license preferred (or willingness to obtain)

Compensation: $45,000.00 - $55,000.00 per year

We\'re Hiring!

We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. If you\'re willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• I am a second generation State Farm agent.

We look forward to speaking with you!

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.