Insurance Coach

State Farm Agent; Saint Charles (MO); On-site; USD 38,000 - 62,000; Full time

Job summary

State Farm Agent in St Charles, MO is hiring an Insurance Coach to work full-time on-site. You will guide customers through insurance and financial product options, provide personalized recommendations, and assist with quotes, applications, and policy changes.

The role emphasizes building a strong customer base through proactive outreach and delivering a professional experience at every contact. Experience in customer service or sales, strong communication, and ability to explain complex

Qualifications

• Customer service or sales experience required.
• Strong communication and listening skills.
• Ability to explain insurance and financial concepts clearly.
• On-site in St Charles, MO; licenses or willingness to obtain licenses required.

Responsibilities

• Meet with prospects and existing customers to present options.
• Provide personalized recommendations and assist with quotes and changes.
• Build and maintain customer base via outreach by phone, email, and in person.

Skills

Customer service

Communication

Insurance guidance

Tech proficiency

Time management

Integrity

On-site collaboration

Sales/retention

Documentation

Education

High School Diploma

College coursework in business/finance

Tools

CRM systems

Online quoting tools

Office software

Job description

Company Description

State Farm® is a nationally recognized insurance and financial services organization dedicated to helping people manage everyday risks, recover from the unexpected, and pursue their goals. For more than 90 years, State Farm agents have built long-term relationships with customers and communities by providing trusted guidance and reliable service. With over 19,000 agents across the United States, State Farm offers a wide range of products tailored to the needs of individuals, families, and businesses. Joining a State Farm agent’s team means working with a respected brand that values integrity, community presence, and customer-centered solutions.

Role Description

The Insurance Coach will work full time on-site in St Charles, MO, supporting a State Farm agent by guiding customers through insurance and financial product options that fit their needs and goals. Day-to-day responsibilities include meeting with prospects and existing customers, explaining coverage options in clear terms, providing personalized recommendations, and assisting with policy quotes, applications, and changes. The role also involves proactive outreach by phone, email, and in person to build and maintain a strong customer base, as well as following up on leads and renewal opportunities. The Insurance Coach will collaborate with the agent and team to achieve sales and service objectives, ensure accurate documentation, and provide a professional, positive experience at every customer interaction. Ongoing learning about State Farm products, tools, and compliance requirements is expected to deliver high-quality, informed guidance.

Qualifications

• Experience in customer service, client advising, or sales, with the ability to build trust and long-term relationships.


• Strong communication and interpersonal skills, including clear verbal and written communication and active listening.


• Ability to explain insurance and financial concepts in an accessible way, and guide customers through decisions and problem-solving.


• Comfort with technology, including CRM systems, online quoting tools, and common office software.


• Goal-oriented mindset with the ability to manage multiple tasks, prioritize effectively, and meet performance targets.


• High level of integrity, professionalism, and attention to detail in handling customer information and policy documents.


• Ability to work on-site in St Charles, MO, in a collaborative team environment.


• Prior insurance or financial services experience and applicable state insurance licenses (or willingness to obtain) are required.


• High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is a plus.