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Financial Services Representative - State Farm Agent Team Member

Full Time in Newtown - PA

Responsive recruiter
Benefits
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
Financial Services Representative – Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a driven, sales-focused financial professional with a strong background in life insurance and financial services? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and help clients build long-term financial security.
This is a performance-driven, sales-first role with strong income potential for someone who thrives in a results-oriented environment and enjoys building lasting client relationships.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a Financial Services Representative, you will combine financial expertise with strong sales execution to educate clients, uncover needs, and deliver tailored solutions. Your consultative approach—paired with a competitive, goal-oriented mindset—will directly contribute to agency growth while helping clients make confident financial decisions.
Key Responsibilities
Consult with Clients Provide comprehensive financial guidance, including life insurance, retirement strategies, and investment solutions tailored to each client’s goals.
Drive Sales Growth Actively prospect, market, and sell financial products, identify new opportunities, and consistently close business to meet or exceed production goals.
Portfolio Guidance Support clients with asset allocation strategies, long-term planning, and ongoing financial reviews to ensure alignment with their objectives.
Ensure Compliance Maintain adherence to all financial services regulations, documentation standards, and ethical guidelines.
Qualifications
  • A strong sales-driven mindset with a proven track record in financial product or insurance sales
  • 3+ years of experience in financial services, investment planning, or life insurance
  • Strong analytical, consultative, and communication skills
  • Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
  • Self-motivated, competitive, and able to build long-term client relationships while consistently driving revenue
Why Join Scott Morris State Farm?
  • Competitive compensation including base salary + uncapped commission + performance bonuses
  • Licensing support for candidates pursuing additional financial credentials
  • A professional, growth-oriented team environment with mentorship and development opportunities
  • Clear opportunity to grow both your income and your career within a high-performing agency
If you’re an ambitious, sales-driven financial professional ready to take your career to the next level, apply today and grow with Scott Morris State Farm.
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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