Sales Advisor

The J.R. Arey - State Farm ® Agency; Town of Texas (WI); On-site; USD 30,000 - 150,000; Full time

Benefits offered by this job

Simple IRA

Paid Time Off

Life Insurance

Disability Insurance

Company-paid benefits

Job summary

The J.R. Arey - State Farm® Agency is seeking a Sales Advisor to guide clients through State Farm products, educate on options, and close on consistent onboarding. You will work in a high-energy environment focused on financial protection and personalized client care.

Ideal candidates have 1+ year of service or sales experience, strong communication, and the ability to obtain required licenses. In-person work and customer-first mindset are essential for success.

Qualifications

• Minimum 1+ years of customer service or sales experience.
• Desire to help clients achieve financial goals.

Responsibilities

• Greet and engage clients to build a welcoming environment.
• Educate prospects on State Farm products across channels.
• Build and maintain sales pipeline; collect information and quotes.
• Provide exceptional service through education, quotes, and onboarding.

Skills

Customer service

Sales

Communication

Organizational skills

Goal-oriented

Education

General Lines Property & Casualty License

General Lines Life & Health License

Series 6/63/65 Licenses

Tools

Microsoft Office

Salesforce

Job description

Sales Advisor for The J.R. Arey - State Farm® Agency

About The J.R. Arey - State Farm® Agency

Welcome to The J.R. Arey - State Farm® Agency, the premier State Farm® agency proudly serving clients across Texas, Oklahoma, Arkansas, and Louisiana. Our mission is to empower every person to achieve a financially secure future through comprehensive insurance and financial services, including auto, homeowners, renters, life, umbrella, and health coverage, as well as retirement planning, college savings, and investment guidance. As a licensed professional holding General Lines Property & Casualty, Life & Health licenses, Series 6, 63, and 65 registrations, Mortgage Loan Originator license, and Chartered Financial Consultant (ChFC®) designation, we deliver personalized solutions tailored to each client’s unique needs. Customers choose us for our local expertise, dedicated one-on-one service, competitive State Farm® Personal Price Plan™ pricing with bundling and safe driver discounts, and deep community involvement. Join a high-performance team committed to excellence, growth, and making a meaningful impact in the lives of our clients and the communities we serve.

Description

What to Expect

As a Sales Advisor, you are at the forefront of our mission to empower every person to achieve a financially secure future. Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial interaction to their onboarding experience.

Your responsibilities encompass guiding customers through their exploration of State Farm®’s products and facilitating a seamless sale and onboarding process. We are seeking a candidate who is energetic, highly organized, and hardworking, with a genuine passion for helping others manage the risk of everyday life and a talent for creating exceptional client experiences.

What You’ll Do

• Greet and engage clients, creating a welcoming atmosphere for effective conversations
• Excite and educate prospective customers through various channels about State Farm®’s product and service offerings
• Help build and maintain a robust sales pipeline by collecting customer information and generating quotes and packages for potential buyers
• Provide exceptional customer service throughout the sales cycle, including customer education, quote curation, and onboarding experience
• Actively contribute to the achievement of monthly sales and delivery goals by meeting and exceeding individual sales and KPI targets
• Demonstrate expertise in insurance and financial services products and services
• Perform additional tasks as assigned to meet business needs

What You’ll Bring

• 1+ years of customer service and/or sales experience with proven track record to meet and exceed goals
• Passionate about helping empower others to achieve their financial goals and dreams
• Highly organized and excellent written and verbal communication skills
• Proficient with Microsoft Office Suite and Salesforce tools
• Ability to work in person
• Must be able to obtain a General Lines Property & Casualty Insurance License and General Lines Life & Health Insurance License
• Preferred Series 6, 63, & 65 Licenses

Compensation and Benefits

Along with competitive pay, as a full-time employee, you are eligible for the following benefits at day 1 of hire:

• Supplemental Medical plans
• Family-building benefits
• Simple IRA Retirement Account with employer match
• Company paid Life Insurance reimbursement program
• Short-term and long-term disability insurance
• Paid Time Off

Disclosures

Arey Insurance Agency, Inc. participates in the E-Verify Program.

Arey Insurance Agency, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to any factor, including veteran status and disability status, protected by applicable federal, state or local laws.

Arey Insurance Agency, Inc. is also committed to working with and providing reasonable accommodations to individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the interview process. Please [e-mail] for ADA related questions or to request ADA accommodations.

Arey Insurance Agency, Inc. (“the Company”) has an at-will employment policy, which means that the term of employment is for no definite period and may be terminated by the employee or by the Company at any time and for any reason, with or without cause or advance notice.

State Farm® Agents are independent contractors who hire their own employees. Agent team members (yourself) are employees of State Farm® Agents. State Farm® Agents’ employees are NOT employees of State Farm®.

Salary

$30,000 - $150,000 per year