Financial Services Representative — State Farm Agent Team

Job overview

Financial Services Representative — State Farm Agent Team is an onsite role in Newport Beach, CA. Compensation is $30,000–$60,000 per year, plus commission or bonus as described. The position supports an independent State Farm agent’s customer-focused insurance and financial services business. The representative builds customer relationships, follows up as needed, and uses needs-based reviews to explain insurance options. The role also develops leads, schedules appointments, identifies customer needs, markets appropriate products and services, and works with the agent toward marketing goals.

What you'll do

• Establish and maintain customer relationships
• follow up with customers
• educate customers about insurance options through needs-based reviews
• work with the agent to establish and meet marketing goals
• develop leads and schedule appointments
• identify customer needs and market appropriate products and services
• remain current on product changes, licensing, technical developments, and continuing education.

What we're looking for

Skills & competencies

financial services

insurance sales

customer relationships

needs-based reviews

lead development

appointment scheduling

newport beach ca

state farm agent team

tim bush

$30k–$60k/year

commission

performance bonus

401(k) matching

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• performance-based bonus
• training and development
• salary plus commission/bonus
• paid vacation and personal/sick days.

Why this role

Salary plus commission or bonus; the position may require irregular working hours and applicable licensing and training.

About the employer

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