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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
Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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