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Insurance And Financial Services Agent Jobs (NOW HIRING)

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · On-site

$15.50 - $20.50/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · Remote

$14.75 - $20/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance What Do You Think? Are You Ready to Make a Difference ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · On-site

$15.25 - $20.25/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance What Do You Think? Are You Ready to Make a Difference ...

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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 Jun 30, 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 is the highest paying insurance agent job?

The highest paying insurance and financial services agent roles are typically in senior positions such as agency owners, executive agents, or specialized consultants, often earning six-figure incomes. These roles usually require extensive experience, advanced certifications, and strong sales skills, with income largely driven by commissions and bonuses based on performance.

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.

How much do insurance agents earn?

Insurance and financial services agents typically earn a median annual salary of around $50,000 to $60,000, with top earners making over $100,000 through commissions and bonuses. Earnings depend on experience, sales skills, the type of insurance sold, and the geographic location, often supplemented by commissions from policies sold.

What jobs pay 2000 a day?

Insurance and financial services agents can earn $2,000 or more per day through commissions, especially when managing high-value policies or investments. Success in such roles often depends on experience, sales skills, and client portfolio size, with top earners reaching this level regularly. These roles typically require licensing, certifications, and a strong understanding of financial products.

What does a financial insurance agent do?

A financial insurance agent sells and manages insurance policies and financial products to clients, helping them select coverage that meets their needs. They analyze clients' financial situations, explain policy options, and often require licensing and strong customer service skills to succeed in the role.

What are Insurance and Financial Services Agents?

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
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What are popular job titles related to Insurance And Financial Services Agent jobs? For Insurance And Financial Services Agent jobs, the most frequently searched job titles are:
Insurance And Financial Services Agent jobs near you
Insurance and Financial Services Position - State Farm Agent Team Member

Insurance and Financial Services Position - State Farm Agent Team Member

State Farm

Beaumont, TX • On-site

$50K - $75K/yr

Full-time

Medical, PTO

Posted 23 days ago

State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,508 frontline employees who took The Breakroom Quiz

208th of 277 rated insurance

Job description

Responsive recruiter
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:Are you driven by goals, motivated by income growth, and confident in your ability to close? As an Insurance & Financial Services Salesperson with Heather Montagne State Farm, you will play a key role in growing the agency by helping individuals and families protect what matters most. This is a sales-focused position built for someone who enjoys consultative conversations, identifying needs, and confidently recommending solutions.
You will market insurance and financial products designed to manage everyday risks and build long-term financial security. Your ability to analyze needs, explain options clearly, and guide customers toward the right decisions will directly impact both their future and your earning potential.
If you're competitive, coachable, and ready to build a long-term career in financial services, this is your opportunity.
RESPONSIBILITIES:
  • Conduct customer-focused, needs-based conversations to uncover opportunities
  • Develop leads through outbound efforts, referrals, and follow-ups
  • Schedule appointments and proactively pursue new business
  • Identify coverage gaps and recommend appropriate insurance and financial products
  • Work closely with the agent to establish and achieve marketing and sales goals
  • Meet or exceed monthly production targets

QUALIFICATIONS:
  • Sales experience required
  • Proven track record of meeting or exceeding sales goals preferred
  • Must be able to obtain relevant financial service licenses
  • Strong communication and closing skills
  • Analytical, organized, and solution-oriented
  • Comfortable initiating sales conversations
  • Proficiency in Microsoft Office

Compensation: $50,000.00 - $75,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Orange, TX and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

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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