Insurance and Financial Services Position - State Farm Team Member
Job Description
Job Description
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Do you thrive in sales but also excel at supporting client needs? The Velez Agency is seeking a competitive and motivated Insurance & Financial Services Representative who can drive sales growth while delivering dependable customer service. This is a fully licensed position (Property & Casualty, Life & Health). If you are not currently licensed, you must be willing to obtain licenses with our full support. What Youll Do
- Grow Sales & Revenue Proactively market insurance and financial service products, generate leads, and close new business.
- Build Client Relationships Develop long-term customer connections through policy reviews, personalized recommendations, and financial planning.
- Support Financial Needs Assist clients with retirement planning, investment management, and comprehensive protection strategies.
- Deliver Service Excellence Handle policy changes, customer inquiries, and account management with professionalism and care.
- Stay Ahead Keep up with market trends, product offerings, and compliance requirements.
- Sales-driven mindset with proven ability to meet and exceed targets.
- Strong communication, interpersonal, and relationship-building skills.
- 3+ years of experience in insurance, financial services, or a related field preferred.
- Licensed in P&C and Life & Health insurance (or willingness to obtain with agency support).
- Organized, adaptable, and able to balance sales activity with client service.
- Competitive base salary plus commission and performance bonuses .
- Licensing and professional development support.
- Career growth within a high-performing State Farm agency.
- A chance to make a lasting impact in your community by helping families and businesses plan, protect, and prosper.
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