Account Manager - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About the Agency:
Sean brings over 20 years of experience in the insurance industry and has proudly served as a State Farm Agent and business owner for more than 15 years. Supported by a dedicated team of nine, Sean’s agency is committed to delivering exceptional service and fostering a positive workplace environment.

We offer on-the-job training to help you grow and thrive in your role, along with health benefits, a 401K plan, paid time off, and sick pay to support your well-being and work-life balance.

If you’re ready to join a team that values your growth and contributions, we’d love to connect with you!

Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Active Life & Health license preferred
• FINRA Series 6/63/65 or 7 license required
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.