Insurance and Financial Services Position - State Farm Agent Team Member

Theresa Nguyen - State Farm Agent

Bellevue, WA

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JOB DETAILS

SKILLS

Accounting, Analysis Skills, Bank Management, Business Growth, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Economics, Finance, Financial Services, Insurance, Lead Generation, Marketing, Mathematics, Mortgage, Needs Assessment, Organizational Skills, Problem Solving Skills, Reimbursement, Training/Teaching

LOCATION

Bellevue, WA

POSTED

30+ days ago

Benefits:

License reimbursement
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development

ABOUT OUR AGENCY:
I opened my agency in 2015 after working as a mortgage banker, driven by the desire to have a more direct impact — both on the people I serve and the team I lead. Today, our agency is supported by a team of eight professionals who value connection, accountability, and meaningful work. I love to travel and make it a point to give back to the communities I visit, which reflects the values of service and awareness we bring into our office every day.

We offer a 401k with a 6% match, paid holidays, paid time off, and regular team events that keep us connected and energized. Our culture is built on making a difference, supporting one another, and growing together. For someone who wants to be part of a team where leadership is hands-on and impact truly matters, this is a place where you can build a rewarding career.

ROLE DESCRIPTION:
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experiences. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

RESPONSIBILITIES:

Use a customer-focused, needs-based review process to educate customers about insurance and financial services options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Make presentations to potential customers.

QUALIFICATIONS:

Preferred degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Property & Casualty License (must be able to obtain)
Life & Health License (must be able to obtain)

Insurance and Financial Services Position - State Farm Agent Team Member

Theresa Nguyen - State Farm Agent

Bellevue, WA

About the Company

Theresa Nguyen - State Farm Agent

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