Financial Services Representative - State Farm Agent Team Member
Full Time • Hybrid - US
Responsive recruiter
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Job Title: Financial Services Representative – Life & Health Insurance Focus
Job Type: Full-time
Compensation: Base + Uncapped Commission | Incentives | Growth Opportunities
Job Type: Full-time
Compensation: Base + Uncapped Commission | Incentives | Growth Opportunities
About the Role
We’re seeking a financially savvy, licensed Life & Health Insurance professional who thrives in a consultative, client-focused environment. As a Financial Services Representative, you’ll help individuals and families navigate important life decisions by offering strategic financial solutions, life and health insurance, and related services.
Your expertise and professionalism will be the foundation of long-term client trust. If you're experienced in financial services and motivated to grow both your book of business and your income, we want to hear from you.
Life & Health licenses are required.
Securities licenses (FINRA Series 6, 63, 7, etc.) are a plus but not required.
Securities licenses (FINRA Series 6, 63, 7, etc.) are a plus but not required.
What You’ll Do
- Provide personalized guidance on life, health, and financial products
- Conduct comprehensive financial reviews and needs assessments
- Educate clients on investment options, retirement planning, and risk management strategies
- Build and maintain long-term relationships based on trust, transparency, and results
- Assist clients with portfolio strategy and asset allocation (as licensed)
- Maintain knowledge of product offerings and regulatory changes
- Ensure full compliance with industry and state/federal guidelines
What You Bring
-
Active Life & Health Insurance Licenses (Required)
-
3+ years of experience in financial services, insurance, or advisory roles
- Strong understanding of life/health products and financial planning strategies
- Exceptional interpersonal, communication, and consultative sales skills
- Analytical mindset with the ability to explain complex financial concepts simply
- Self-motivated with a strong drive to exceed goals
-
FINRA Series 6, 63, or 7 licenses (Preferred but not required)
Why Join Us?
-
Uncapped earning potential with performance-based rewards
- Supportive team culture and strong leadership
- Career development, training, and advancement pathways
- A respected agency brand with deep community roots
Ready to elevate your financial services career with a client-first agency that values your experience?
Apply today – we look forward to connecting with you.
Apply today – we look forward to connecting with you.
Flexible work from home options available.
Compensation: $55,000.00 - $75,000.00 per year
Do you want a career and not just a job?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Bensalem.
- I have been a State Farm agent since 2000.
- I am a second generation State Farm agent.
- I am a proud graduate of .
- Additional languages spoken: Spanish
Seeking Currently Licensed Applicants Only
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none