Financial Services Representative - State Farm Agent Team Member
Full Time in CHAD JACOBSON STATE FARM AGENCY - DANVILLE
Benefits
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
Full-Time | Base Salary + Commission + Benefits
We are looking for an experienced, relationship-driven Account Manager to join our growing multi-office insurance agency.
This is not a traditional service-only role. While you will assist with our existing book of business, your primary focus will be developing deeper customer relationships through scheduled appointments and identifying opportunities involving Life Insurance and Financial Services.
Responsibilities
- Conduct customer review and Financial Services appointments.
- Build strong relationships with existing and prospective customers.
- Identify needs involving Life Insurance, retirement planning, investments, protection strategies, and other financial goals.
- Develop and close Life Insurance opportunities.
- Identify and transition qualified Investment Planning Services opportunities.
- Proactively work the existing book of business to uncover additional needs.
- Generate new appointments through outbound contact, referrals, follow-up, and relationship development.
- Assist with policy changes, account updates, coverage reviews, and new RDP opportunities when Financial Services responsibilities are current.
- Maintain accurate customer notes, documentation, and follow-up.
- Follow all State Farm, agency, insurance, securities, and compliance requirements.
- Work collaboratively with the Agent, Financial Services Representative, Account Executives, Account Managers, and Service Team.
Financial Services Focus
The primary responsibility of this position is to build and manage a strong pipeline of Financial Services opportunities.
This may include
- Life Insurance
- Customer financial reviews
- Retirement and investment opportunities
- Existing retirement assets
- Investment Planning Services
- Protection and income replacement needs
- Beneficiary and ownership reviews
- Referral development
- Centers of Influence
When not in appointments, your first priority will be creating the next opportunity by reviewing customer households, making outbound calls, scheduling reviews, following up on prior conversations, and developing referrals.
When Financial Services activity is current, you will also assist with the existing book of business and general Account Management responsibilities.
Qualifications
Required
- Property & Casualty Insurance License
- Life & Health Insurance License
- Strong communication and relationship-building skills
- Ability to conduct needs-based customer conversations
- Strong organization and follow-up
- Comfortable working in a performance-driven environment
- Ability to manage an appointment and opportunity pipeline
- Ability to work independently and as part of a team
Strongly Preferred
- Series 6 and Series 63 registrations
- Previous State Farm experience
- Banking or financial-services experience
- Insurance sales experience
- Relationship management experience
- Experience conducting customer reviews or financial-needs conversations
Candidates who already hold their Series 6 and Series 63 are strongly encouraged to apply.
Who We Are Looking For
The right candidate does more than wait for the phone to ring.
You naturally look at a customer relationship and ask
What else does this customer need, and how can we help?
You are comfortable reaching out to customers, scheduling meetings, asking thoughtful questions, discussing long-term goals, and following through on opportunities.
Compensation & Benefits
This position offers
- Competitive base salary
- Life Insurance commissions
- Financial Services incentive opportunities
- Performance-based bonuses
- Paid vacation and personal time
- Paid sick time
- Paid holidays
- Retirement plan with agency contribution, subject to eligibility
- Group Life Insurance
- Approved licensing and continuing education support
- Long-term career growth opportunities
Specific compensation and production expectations will be discussed during the interview process.
Schedule
Full-Time
Primarily Monday through Friday during normal agency business hours, with some flexibility for customer appointments.
About Our Agency
We are a growing multi-office State Farm agency focused on long-term customer relationships and helping clients with both insurance and financial needs.
Our organization includes specialized teams in Customer Service, Account Management, New Business Acquisition, and Financial Services, creating opportunities for team members to grow and develop expertise.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation $55,000.00 - $85,000.00 per year
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.
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