Insurance and Financial Services Representative

Job overview

The Insurance and Financial Services Representative works onsite in New York, NY. Compensation is $52,000–$96,000 per year, including potential base pay and uncapped commissions. The role supports an independent State Farm agent's customer service and business growth. The representative helps customers understand insurance options, responds to policy and billing inquiries, and develops leads and appointments to market products suited to customer needs and the agency's goals.

What you'll do

• Provide prompt, accurate customer service on insurance availability, eligibility, coverage, policy changes, transfers, claims, and billing
• educate customers through needs-based reviews
• work with the agent on marketing goals
• develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

What we're looking for

Skills & competencies

insurance representative

financial services

customer service

insurance sales

needs-based reviews

lead development

appointment scheduling

commission potential

new york ny

alan wheeler state farm

$52k–$96k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, training and development, health benefits, and potential advancement.

Why this role

The stated compensation range includes potential base pay plus uncapped commissions.

About the employer

Alan Wheeler - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.