Insurance and Financial Services Position - State Farm Agent Team Member

Theresa Nguyen - State Farm Agent; Washington (District of Columbia); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Theresa Nguyen - State Farm Agent in Washington, DC is seeking a qualified professional to join their team as an Insurance and Financial Services Team Member. This role focuses on value-based conversations and delivering remarkable customer experiences in a fast-paced environment.

You will educate clients on insurance and financial options, develop leads, schedule appointments, and present suitable products.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Property & Casualty License (must be able to obtain)
• Life & Health License (must be able to obtain)

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance and financial services options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Make presentations to potential customers.

Job description

Job Description

Job Description

Benefits

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

ABOUT OUR AGENCY

I opened my agency in 2015 after working as a mortgage banker, driven by the desire to have a more direct impact — both on the people I serve and the team I lead. Today, our agency is supported by a team of eight professionals who value connection, accountability, and meaningful work. I love to travel and make it a point to give back to the communities I visit, which reflects the values of service and awareness we bring into our office every day.

We offer a 401k with a 6% match, paid holidays, paid time off, and regular team events that keep us connected and energized. Our culture is built on making a difference, supporting one another, and growing together. For someone who wants to be part of a team where leadership is hands-on and impact truly matters, this is a place where you can build a rewarding career.

ROLE DESCRIPTION

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experiences. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

RESPONSIBILITIES

• Use a customer-focused, needs-based review process to educate customers about insurance and financial services options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Make presentations to potential customers.

QUALIFICATIONS

• Preferred degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Property & Casualty License (must be able to obtain)
• Life & Health License (must be able to obtain)