Insurance and Financial Services Account Associate

Job overview

The Insurance and Financial Services Account Associate role is onsite in Rochester, NY. Compensation is $50,000–$90,000 per year. The position supports Sean Davern’s State Farm agency by helping expand its reach and serve existing clients. The associate builds relationships with prospective clients, identifies their needs, and recommends suitable insurance products. Reviewing existing policies and identifying potential coverage needs supports client service and the agency’s growth.

What you'll do

• Build and maintain relationships with prospective clients
• develop action plans and follow up to convert prospects
• recommend insurance products using a customer-focused, needs-based approach
• contact existing customers to review policies and identify additional coverage needs.

What we're looking for

Skills & competencies

account associate

insurance

financial services

property and casualty

life and health

client relationships

policy reviews

rochester ny

sean davern state farm agent

full-time

$50k–$90k/year

commission and bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonus
• flexible schedule
• paid time off
• profit sharing
• 401(k) matching
• health, dental, and vision insurance
• parental leave
• paid training and licensing fees.

Why this role

Must be able to obtain Property and Casualty and Life/Health licenses and achieve mutually agreed marketing goals. The posting lists salary plus commission/bonus and paid training and licensing fees.

About the employer

Sean Davern - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.