All Jobs
All Jobs
Financial Services Representative - State Farm Agent Team Member Newtown - PA

Financial Services Representative - State Farm Agent Team Member

Full Time • 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 highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security.

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 leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approach—combined with a competitive drive—will help grow our agency while making a meaningful difference in each client’s financial future.

Key Responsibilities

Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.

Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.

Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.

Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines.

Qualifications

  • A sales-dominant 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

  • Ability to build trust, maintain long-term relationships, and consistently drive revenue growth

Why Join Scott Morris State Farm?

  • Competitive compensation with base salary + commission + performance bonuses

  • Licensing support for candidates seeking additional financial credentials

  • A professional, growth-oriented team culture with mentorship and development opportunities

If you’re an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
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.

(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or
If no code provided, add their name instead.

Join a community of good neighbors

Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none