Life & Health Insurance Advisor — On-Site in Richmond

State Farm Agent; Richmond (VA); On-site; USD 52,000 - 72,000; Full time

Job summary

State Farm is seeking a Life & Health Insurance Specialist to support a local agent in the Greater Richmond Region. This full-time, on-site role involves meeting prospects and customers, assessing risk profiles, and recommending appropriate policies.

You will prepare quotes, process applications, document accurately, follow up on leads, and participate in local marketing while upholding compliance and ethical standards.

Qualifications

• Strong communication and customer service skills to build trust and explain options clearly.
• Knowledge of life and health insurance products and regulatory requirements.
• Proven sales abilities with prospecting, needs-based selling, and closing.
• Ability to work on-site in the Greater Richmond Region and use CRM software.
• Previous experience in insurance/financial services or customer-facing roles preferred.
• State life & health insurance licenses or ability to obtain within timeframe.

Responsibilities

• Meet with prospects and customers to assess coverage needs and goals.
• Explain products and benefits in clear terms and prepare quotes.
• Process applications and ensure accurate documentation and compliance.
• Follow up on leads and conduct outbound/inbound calls.
• Participate in local marketing and community outreach with the agent team.
• Support sales targets and uphold regulatory standards.

Skills

Communication

Customer Service

Insurance Knowledge

Sales

CRM Software

Licensing (L&H)

Education: High School

Ethical Conduct

Education

High school diploma or equivalent

Tools

CRM software

Job description

State Farm is seeking a Life & Health Insurance Specialist to support a local agent in the Greater Richmond Region. This full-time, on-site role involves meeting prospects and customers, assessing risk profiles, and recommending appropriate policies.

You will prepare quotes, process applications, document accurately, follow up on leads, and participate in local marketing while upholding compliance and ethical standards.