Insurance and Financial Services Position - State Farm Team Member
Full Time in Doylestown, PA
Responsive recruiter
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Insurance & Financial Services Representative – Sales & Service Focus
Shawn Velez State Farm Insurance – Doylestown, PA
Are you a driven professional who thrives in a sales environment yet takes pride in supporting clients with care and precision? The Velez Agency is expanding and looking for an Insurance & Financial Services Representative who’s eager to help clients protect what matters most—while growing a rewarding career in the process.
This is a fully licensed position (Property & Casualty, Life & Health). If you’re not yet licensed, we’ll provide full support to help you obtain your licenses quickly and successfully.
What You’ll Do
- Drive Growth Proactively market insurance and financial service products, generate leads, and close new business opportunities.
- Develop Relationships Build lasting connections through policy reviews, personalized recommendations, and proactive outreach.
- Support Financial Goals Help clients with retirement planning, investment management, and protection strategies.
- Deliver Service Excellence Manage policy changes, respond to customer inquiries, and ensure seamless account servicing.
- Stay Sharp Maintain product knowledge, follow compliance standards, and stay ahead of market trends.
What We’re Looking For
- A competitive, sales-driven mindset with a passion for helping people.
- Excellent communication and relationship-building skills.
- Insurance or financial services experience (3+ years preferred).
- Active P&C and Life & Health licenses, or willingness to obtain with agency support.
- Organized, adaptable, and proactive in balancing sales and client service.
Why Join The Velez Agency
- Competitive base salary + commission + performance bonuses.
- Licensing and professional development support to help you grow.
- Career advancement within a high-performing, growth-oriented agency.
- A meaningful opportunity to make a positive impact in your community by helping families and businesses plan, protect, and prosper.
Ready to take your career to the next level? Join a supportive, success-driven State Farm team where your potential is recognized and rewarded. Apply today!
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