Job DescriptionJob DescriptionBenefits:
Health insuranceOpportunity for advancementPaid time offTraining & development401(k)Bonus based on performanceCompetitive salary
Financial Services Representative – Life Insurance, Investments & Wealth Strategies
Bill Weychert State Farm
Locations: Conshohocken, PA & Philadelphia, PA
2078 Butler Pike, Conshohocken, PA 19428
6001 Ridge Avenue, Philadelphia, PA 19128-1651
Full-Time | In-Office
Help Clients Plan, Protect, and Grow.
Bill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection.
This opportunity is ideal for a motivated professional who can build trusted client relationships, explain financial concepts clearly, and drive agency growth through meaningful financial conversations. The right candidate will be comfortable working in a results-oriented environment with strong earning potential tied to production.
About the Role
In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.
Licensing & Registration Requirements
Required:
Active Life & Health Insurance LicenseFINRA Series 6 and 63 licenses, or equivalent registrationsStrongly Preferred:
FINRA Series 65 licensePrior experience in financial services, investment sales, retirement planning, or life insurance
Additional Requirement:
Active Property & Casualty license preferredCandidates without Property & Casualty must be willing to obtain it with agency support
Key Responsibilities
Conduct financial reviews to understand client goals, risk tolerance, current protection, and long-term objectivesPresent investment products, retirement strategies, and wealth accumulation options tailored to client needsRecommend life insurance solutions that help protect families, businesses, income, and financial futuresGenerate new opportunities through referrals, networking, marketing efforts, existing clients, and proactive outreachBuild long-term client relationships through reviews, follow-up, proactive communication, and excellent serviceMaintain compliance with insurance, securities, and financial services regulationsAccurately document client interactions, recommendations, and follow-up activity
Qualifications
Proven success in financial services, investment sales, retirement planning, or life insurance salesStrong consultative selling and relationship-building skillsAbility to explain complex financial concepts in a clear, client-friendly mannerGoal-oriented with a strong drive to grow production and revenueExcellent communication, presentation, and interpersonal skillsSelf-motivated with strong organization and follow-up habits
What We Offer
Competitive base compensation plus uncapped commission opportunitiesPerformance bonuses and production incentivesAccess to an established client base and referral opportunitiesOpportunity to support clients across two established agency locationsSupportive, growth-oriented agency cultureOpportunity to build a long-term financial services practice within a successful State Farm agency
Build a Career Helping Clients Protect Their Future
If you are motivated by growth, confident in financial conversations, and passionate about helping clients make informed decisions, we encourage you to apply today.
Bill Weychert State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
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