Insurance and Financial Services Position - State Farm Team Member
Full Time in Norristown, PA
Responsive recruiter
Replies within 24 hours
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Insurance & Financial Services Representative – Sales & Service Focus
Agent Shawn Velez – State Farm Insurance (Doylestown Location)
Do you thrive in sales but also excel at supporting client needs? The Velez Agency is seeking a competitive and motivated Insurance & Financial Services Representative who can drive sales growth while delivering dependable customer service.
This is a fully licensed position (Property & Casualty, Life & Health). If you are not currently licensed, you must be willing to obtain licenses with our full support.
What You’ll Do
- Grow Sales & Revenue – Proactively market insurance and financial service products, generate leads, and close new business.
- Build Client Relationships – Develop long-term customer connections through policy reviews, personalized recommendations, and financial planning.
- Support Financial Needs – Assist clients with retirement planning, investment management, and comprehensive protection strategies.
- Deliver Service Excellence – Handle policy changes, customer inquiries, and account management with professionalism and care.
- Stay Ahead – Keep up with market trends, product offerings, and compliance requirements.
What We’re Looking For
- Sales-driven mindset with proven ability to meet and exceed targets.
- Strong communication, interpersonal, and relationship-building skills.
- 3+ years of experience in insurance, financial services, or a related field preferred.
- Licensed in P&C and Life & Health insurance (or willingness to obtain with agency support).
- Organized, adaptable, and able to balance sales activity with client service.
Why Join The Velez Agency?
- Competitive base salary plus commission and performance bonuses.
- Licensing and professional development support.
- Career growth within a high-performing State Farm agency.
- A chance to make a lasting impact in your community by helping families and businesses plan, protect, and prosper.
Compensation $60,000.00 - $80,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none