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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 8, 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.

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.
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:
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
Infographic showing various Insurance And Financial Services Agent job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 93% Full Time, 1% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $56,850 per year, or $27.3 per hour.

Financial Services Representative - State Farm Agent Team Member

Ryan Brewington - State Farm Agent

Clifton Heights, PA

$50K - $70K/yr

Full-time

Medical, PTO

Posted 18 days ago

Job description

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

Insurance & Financial Services Representative Sales Focus (Licensing Contingent)
Ryan Brewington State Farm Agency
Job Type: Full-Time (In-Office)
Location: 422 N Springfield Road, Clifton Heights, PA 19018
Compensation: Base Salary + Commission + Performance Bonuses
Drive Sales. Build Income. Create Real Impact.
The Ryan Brewington State Farm Agency is hiring an Insurance & Financial Services Representative who is competitive, goal-driven, and motivated to win. If you love closing deals and want a career where your income grows with your performance, this is the opportunity for you.
This role is licensing contingent. Candidates must obtain Property & Casualty and Life & Health licenses. If you are not currently licensed, we provide full support through the licensing process. Candidates begin formal in-office training once the Property & Casualty license is obtained.
Role Overview
As an Insurance & Financial Services Representative, you will drive new business production by prospecting, quoting, presenting, and closing insurance and financial solutions. Youll build strong client relationships, uncover needs through consultative conversations, and help customers protect what theyve built while planning for whats next.
This role is built for someone who wants to be measured by results and rewarded for performance.
What Youll Do
  • Generate new business through outbound calls, follow-up activity, and lead conversion
  • Conduct needs-based consultations and confidently recommend solutions
  • Quote, present, and close auto, home, renters, life, and health products
  • Educate clients on long-term protection strategies and financial confidence
  • Build a strong pipeline and maintain consistent sales activity metrics
  • Cross-sell and upsell within the book of business to maximize revenue
  • Track progress, document activity, and stay compliant with agency procedures
What Were Looking For
  • Sales-first mindset with a strong drive to compete, produce, and win
  • Proven ability to meet or exceed goals in sales, insurance, or a related field
  • Confident communicator with strong follow-up and closing skills
  • Coachable, organized, and consistent with daily activity
  • Comfortable working in a performance-driven, commission-based environment
  • Willingness to obtain Property & Casualty and Life & Health licenses
    (full licensing support provided)
Why Join Ryan Brewington State Farm
  • High earning potential with base salary, commission, and performance bonuses
  • Full support through the licensing process
  • Structured training after Property & Casualty license is obtained
  • Clear growth path for top performers in a high-producing agency
  • Competitive, success-driven culture that rewards initiative and results
  • A long-term career helping clients protect their families and financial futures
Ready to Get Paid for Performance?
If youre motivated by results, energized by sales, and ready to build a career with unlimited earning potential, we want to hear from you.
Apply today to join the Ryan Brewington State Farm Agency.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.