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Insurance And Financial Services Agent Jobs (NOW HIRING)

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Insurance And Financial Services Agent information

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$28K

$56.9K

$100K

How much do insurance and financial services agent jobs pay per year?

As of Aug 11, 2026, the average yearly pay for insurance and financial services agent in the United States is $56,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $63,000.00 per year, depending on experience, location, and employer.

How do insurance and financial services agents typically build and maintain their client base?

Insurance and Financial Services Agents often build their client base through a combination of networking, referrals, community involvement, and targeted marketing efforts. Maintaining strong, long-term relationships is crucial, so agents regularly follow up with clients to review policies, address changing needs, and provide ongoing support. Many agents also collaborate closely with colleagues, such as underwriters and financial advisors, to deliver comprehensive solutions. Consistent communication and a client-focused approach are key to success in this role.

What are the key skills and qualifications needed to thrive as an insurance and financial services agent, and why are they important?

To thrive as an Insurance and Financial Services Agent, you need a solid understanding of insurance products, financial planning, and sales strategies, typically supported by a relevant bachelor's degree and the necessary state licenses. Familiarity with CRM software, financial analysis tools, and industry-specific platforms is essential for efficient client management and compliance. Strong interpersonal skills, active listening, and persuasive communication help agents build trust and long-term relationships with clients. These skills are critical for meeting client needs, complying with regulations, and achieving business growth in a competitive industry.

What is the difference between Insurance And Financial Services Agent vs Insurance Broker?

AspectInsurance And Financial Services AgentInsurance Broker
CredentialsLicenses for selling insurance and financial productsSimilar licensing requirements, often with additional certifications
Work EnvironmentWorks for insurance companies or financial institutionsActs independently or for brokerage firms, representing multiple insurers
Employer & IndustryInsurance companies, banks, financial firmsIndependent or agency-based, representing multiple insurers

Insurance And Financial Services Agents typically work for specific companies, selling their products, while Insurance Brokers operate independently, offering clients a range of options from various insurers. Both roles require licensing and involve client consultations, but their employment settings and product offerings differ.

Is it hard to make money as an insurance and financial services agent?

Making money as an insurance and financial services agent can vary based on experience, sales skills, and client base. Income often depends on commissions from policies sold and can be unpredictable initially, but successful agents can earn a substantial income over time with persistence and effective networking. Certifications and ongoing training can also improve earning potential.

What is an insurance and financial services agent?

Insurance and Financial Services Agents are professionals who help individuals and businesses choose insurance policies and financial products that best meet their needs. They assess clients' financial situations, recommend appropriate coverage or investment options, and assist with claims or policy updates. These agents often represent multiple insurance companies or financial institutions and are knowledgeable about a range of products, including life, health, auto, and property insurance, as well as retirement plans and investment services.
More about Insurance And Financial Services Agent jobs
What cities are hiring for Insurance And Financial Services Agent jobs? Cities with the most Insurance And Financial Services Agent job openings:
Who are the top companies hiring for Insurance And Financial Services Agent jobs? The top employers for Insurance And Financial Services Agent jobs are:
Infographic showing various Insurance And Financial Services Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $56,850 per year, or $27.3 per hour.

Farmers Insurance - Financial Services Agent

Farmers Insurance NE Ohio Moneyballers

Green, OH โ€ข On-site

$75K - $150K/yr

Full-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

For more than 90 years, the Farmers Insurance organization has shown an unwavering commitment to helping customers.

This includes helping customers be smarter about life insurance and financial services through the Farmers Financial

Services Agent (FSA) program. FSAs have an opportunity to develop their own life insurance and financial services business,

and to build lasting relationships with Farmers agents who ask the FSA to help them introduce life insurance and financial

services options to current Farmers customers in their agencies.

Entrepreneurs who take advantage of this business opportunity with Farmers New World Life Insurance Company (FNWL) and Farmers Financial Solutions, LLC (FFS) can enjoy:

Competitive commissions for life insurance, mutual funds and annuities.

Developing relationships with other Farmers agents to offer life insurance and financial services products to existing

Farmers customers.

Access to support resources, including dedicated contacts and training opportunities


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

Self-Motivation & Independence

Know how to set goals for their business and execute a plan efficiently and effectively.

A true leader, but recognize the value offered by an experienced business coach.

Communication Skills

Have the willingness to listen and the ability to inspire.

Know how to work within a team, achieve great chemistry and instill a standard of excellence.

Performance

Recognize the irreplaceable value of hard work and what it takes to achieve financial success.

Willing and able to invest in their business to increase their opportunity for future gain.

Uphold high standards of professionalism and ethics and embrace the opportunity to become

a highly visible member of the communities.


Requirements

Licensing, Registrations & Experience

Appropriate licenses and/or authorizations to sell life insurance, annuities and financial products offered by

FWNL and FFS.

At least 1 year of customer-facing sales experience in the Life and Financial Services industry.

Agree to transfer any existing Series 6, 7 and/or 63 FINRA registrations to a designated Broker/Dealer, and to terminate

any concurrent or dual registration; or agree to take the Securities Industry Essentials (SIE) Exam and obtain a Series 6 or 7

registration and, if applicable, the Series 63 registration.

Background Check

Satisfactory results of a background Check