Life Insurance Position - State Farm Agent Team Member

State Farm Agent; Newtown (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A top-performing insurance agency in Newtown, PA is seeking a Life Specialist to enhance their sales team. In this role, you will market and sell life insurance and financial service products, assist clients in making informed financial decisions, and significantly contribute to the agency's growth. Applicants should have a strong sales background, relevant licenses, and be ready for a competitive compensation package with opportunities for career advancement. Join a high-energy team dedicated to helping clients protect their financial futures.

Qualifications

• Proven track record in life insurance or financial product sales.
• 3+ years of experience in life insurance, financial planning, or investment services preferred.
• Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred.

Responsibilities

• Present and explain life insurance and retirement strategies.
• Proactively market and sell life, health, and financial service products.
• Assist clients through the application and underwriting process.
• Maintain up-to-date knowledge of product offerings and best practices.

Skills

Strong sales-driven mindset

Excellent communication skills

Interpersonal skills

Consultative selling skills

Self-motivated and goal-oriented

Education

Life & Health license

3+ years of experience in life insurance or financial services

Job description

Life Specialist – Insurance & Financial Services Sales

The Morris Agency – State Farm Insurance

Are you a driven, results-oriented sales professional with experience in life insurance and financial services? The Morris Agency is looking for a Life Specialist to join our team. In this role, you’ll help individuals and families protect their financial futures through customized life insurance, retirement planning, and financial solutions—while building a strong book of business and maximizing your earning potential.

This is a sales-focused, performance-driven role with significant income upside. If you're motivated by results, confident in your ability to close, and passionate about helping clients make smart financial decisions, this is a great opportunity to grow your career.

This is a fully licensed role (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). If you are not fully licensed, we will support you in obtaining the necessary credentials.

Role Description

As a Life Specialist, you will actively market and sell life and financial service products, guide clients through key financial decisions, and deliver tailored recommendations aligned with their long-term goals. This role requires a strong sales presence, the ability to build trust quickly, and a commitment to driving results.

Key Responsibilities

• Consult with Clients: Present and explain life insurance, retirement strategies, and investment options tailored to individual client needs.
• Drive Sales Growth: Proactively prospect, market, and sell life, health, and financial service products to expand the agency’s client base and consistently meet or exceed production goals.
• Client Support: Assist clients through the application, underwriting, and policy servicing process while ensuring a high level of service and compliance with industry guidelines.
• Stay Current: Maintain up-to-date knowledge of product offerings, regulatory changes, and financial services best practices.

Qualifications

• A strong sales-driven mindset with a proven track record in life insurance or financial product sales.
• 3+ years of experience in life insurance, financial planning, or investment services preferred.
• Excellent communication, interpersonal, and consultative selling skills.
• Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred.
• Self-motivated, competitive, and goal-oriented with the ability to balance performance with client service.

Benefits

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

Why Join The Morris Agency?

• Competitive compensation including base salary + uncapped commission + performance bonuses.
• Licensing support for candidates pursuing additional financial credentials.
• Clear opportunities for career growth and income advancement within a top-performing agency.
• A supportive, high-energy, results-driven team environment.
• The opportunity to make a meaningful impact by helping clients protect and build their financial futures.

Compensation: $60,000.00 - $80,000.00 per year.

My Team's Mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Newtown, PA and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.