Insurance & Financial Services Team Member – Growth & Impact

Theresainsurance; Bellevue (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

State Farm Agent Team Member in Bellevue, WA seeks a motivated professional to grow our agency through value-based conversations and exceptional customer experiences. This role offers strong income potential and opportunities for advancement within a collaborative team.

You will educate clients on insurance and financial services, develop leads, schedule meetings, and present tailored solutions in a fast-paced environment. A degree in finance or related field and licenses are preferred.

Qualifications

• Preferred degree in finance, economics, accounting, or 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 and analytical abilities.
• Property & Casualty License (must be able to obtain).
• Life & Health License (must be able to obtain).

Responsibilities

• Educate customers about insurance and financial options using a needs-based approach.
• Partner with the agent to set and achieve marketing goals.
• Develop leads, schedule appointments, identify needs, and market products.
• Make presentations to potential customers.

Skills

Analytical skills

Mathematical skills

Problem-solving skills

Communication skills

Education

Finance / Economics / Accounting degree

Tools

Microsoft Office

Job description

State Farm Agent Team Member in Bellevue, WA seeks a motivated professional to grow our agency through value-based conversations and exceptional customer experiences. This role offers strong income potential and opportunities for advancement within a collaborative team.

You will educate clients on insurance and financial services, develop leads, schedule meetings, and present tailored solutions in a fast-paced environment. A degree in finance or related field and licenses are preferred.