Insurance & Financial Services Rep — Growth & Planning

Jerry Garcia - State Farm Agent; San Leandro (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning.

Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base pay plus performance-based incentives, alongside continuous training and support.

The position is located in San Leandro, California, and is perfect for individuals looking to make a meaningful impact in their community.

Qualifications

• Person will assist clients with life insurance and financial needs.
• Communication skills are essential for providing excellent customer service.
• Must possess or be able to obtain required state insurance licenses.

Responsibilities

• Build relationships with new and existing customers.
• Conduct household reviews and identify protection needs.
• Set qualified appointments for insurance conversations.
• Recommend appropriate insurance solutions based on customer needs.
• Support conversations regarding various insurance types.

Skills

Active Property & Casualty insurance license preferred

Active Life & Health insurance license strongly preferred

Strong written and verbal communication skills

Coachable, goal-oriented, and interested in long-term growth

Education

High school diploma or equivalent

Job description

Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning.

Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base pay plus performance-based incentives, alongside continuous training and support.

The position is located in San Leandro, California, and is perfect for individuals looking to make a meaningful impact in their community.