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Insurance and Financial Services Position - State Farm Team Member Doylestown, PA

Insurance and Financial Services Position - State Farm Team Member

Full Time • Doylestown, PA
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

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




 

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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