Financial Services Representative — Life Insurance and Investments

Job overview

The Financial Services Representative role is in-office in Conshohocken and Philadelphia, PA. Compensation is $70,000–$90,000 per year. The role supports Bill Weychert State Farm clients with life insurance, retirement planning, investment strategies, and long-term financial protection. The representative conducts financial reviews, recommends suitable protection and investment strategies, and builds lasting client relationships. Through compliant advice, outreach, and follow-up, the role contributes to client financial planning and agency growth.

What you'll do

• Conduct financial reviews
• present investment products, retirement strategies, and wealth accumulation options
• recommend life insurance solutions
• generate opportunities through referrals, networking, marketing, existing clients, and outreach
• maintain client relationships through reviews and follow-up
• comply with insurance and securities regulations
• document client interactions, recommendations, and follow-up.

What we're looking for

Skills & competencies

financial services representative

life insurance

investments

retirement planning

conshohocken pa

philadelphia pa

bill weychert state farm

in-office

$70,000–$90,000 per year

uncapped commission opportunities

series 6 and 63

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• paid time off
• 401(k)
• training and development
• advancement opportunities
• performance bonuses and production incentives.

Why this role

Requires an active Life & Health Insurance License and FINRA Series 6 and 63 licenses or equivalent registrations; Property & Casualty licensing is preferred or may be obtained with agency support.

About the employer

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