Insurance and Financial Services Position - State Farm Agent Team Member

Heather Montagne - State Farm Agent; Beaumont (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Heather Montagne - State Farm Agent is seeking an Insurance & Financial Services Salesperson in Beaumont, Texas. This sales-centric position involves helping clients protect their assets while providing financial security. Candidates should have prior sales experience and strong communication skills. Responsibilities include conducting needs-based conversations, developing leads, and meeting production goals. This role offers a competitive salary and benefits including bonuses based on performance, health insurance, and opportunities for advancement.

Qualifications

• Sales experience required.
• Must be able to obtain relevant financial service licenses.
• Proven track record of meeting or exceeding sales goals preferred.

Responsibilities

• Conduct customer-focused, needs-based conversations to uncover opportunities.
• Develop leads through outbound efforts, referrals, and follow-ups.
• Schedule appointments and proactively pursue new business.

Skills

Sales experience

Strong communication skills

Analytical skills

Organizational skills

Proficiency in Microsoft Office

Job description

Benefits

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

Role Description

Are you driven by goals, motivated by income growth, and confident in your ability to close? As an Insurance & Financial Services Salesperson with Heather Montagne State Farm, you will play a key role in growing the agency by helping individuals and families protect what matters most. This is a sales-focused position built for someone who enjoys consultative conversations, identifying needs, and confidently recommending solutions.

You will market insurance and financial products designed to manage everyday risks and build long-term financial security. Your ability to analyze needs, explain options clearly, and guide customers toward the right decisions will directly impact both their future and your earning potential.

If you’re competitive, coachable, and ready to build a long-term career in financial services, this is your opportunity.

Responsibilities

• Conduct customer-focused, needs-based conversations to uncover opportunities
• Develop leads through outbound efforts, referrals, and follow-ups
• Schedule appointments and proactively pursue new business
• Identify coverage gaps and recommend appropriate insurance and financial products
• Work closely with the agent to establish and achieve marketing and sales goals
• Meet or exceed monthly production targets

Qualifications

• Sales experience required
• Proven track record of meeting or exceeding sales goals preferred
• Must be able to obtain relevant financial service licenses
• Strong communication and closing skills
• Analytical, organized, and solution-oriented
• Comfortable initiating sales conversations
• Proficiency in Microsoft Office