Financial Services Representative, Life Insurance and Investments

Job overview

The Financial Services Representative, Life Insurance and Investments role is an onsite, full-time position in Newtown, PA, with stated compensation of $60,000–$80,000 per year. The role is with Scott Morris, a State Farm independent-contractor agent, and supports the agency’s financial-services business. The representative consults with clients, identifies financial needs, and markets life insurance, retirement, and investment solutions. The role contributes to agency growth through prospecting and sales while helping clients make informed long-term financial decisions and maintaining regulatory compliance.

What you'll do

• Provide financial guidance on life insurance, retirement strategies, and investment solutions
• prospect and market financial products
• identify sales opportunities and close business toward production goals
• support asset-allocation strategies and long-term planning
• conduct ongoing financial reviews
• and maintain compliance with regulations, documentation standards, and ethical guidelines.

What we're looking for

Skills & competencies

financial services representative

life insurance

investment solutions

retirement planning

client relationships

financial sales

newtown pa

scott morris state farm agent

full-time

$60k–$80k per year

401(k) match

health insurance

paid time off

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance-based bonuses, health insurance, paid time off, advancement opportunities, training and development, licensing support, and base salary plus uncapped commission.

Why this role

Life and Health licenses are required; FINRA Series 6, 63, and 65 are strongly preferred. The posting describes base salary plus uncapped commission and performance bonuses.

About the employer

Scott Morris - State Farm Agent is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.