Insurance And Financial Services Agent

Terrill Mayberry - State Farm Agency

Insurance And Financial Services Agent

Birmingham, MI
Full Time
Paid
  • Responsibilities

    Insurance - Financial Services Position – State Farm Agent Team Member Build a career where your work directly improves people’s lives. As an Insurance & Financial Services Representative with the Terrill Mayberry – State Farm Agency, you’ll help individuals and families protect what matters most—while uncovering opportunities to strengthen their overall financial security. This is a performance-driven, relationship-based role that blends consultative sales, proactive outreach, and exceptional customer care. You’ll represent a trusted brand while operating in a local agency environment focused on education, accountability, and long-term client relationships. Compensation: $36,000 base + upside commission/bonuses. $60,000 total compensation at minimum goals; high performers earn more. Responsibilities: • Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services. • Build and manage a consistent pipeline through proactive outreach (calls, follow-ups, referrals, community connections, networking, etc). • Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews). • Generate and present quotes, close new business, and support retention through annual reviews and policy education. • Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness. • Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards. Qualifications: Required/Preferred Skills • Strong communication skills—comfortable on the phone and in consultative conversations. • Customer-focused mindset with the ability to influence and educate (not pressure). • Goal-oriented, self-motivated, and dependable in a fast-paced environment. • Comfortable learning product information, using technology, and following processes. • Sales, service, banking, or call-center experience is a plus (but not always required). Licensing • Ability to obtain or currently hold applicable state licenses (typically): **Property & Casualty (P&C), Life & Health. **If not currently licensed, willingness to complete licensing requirements is expected. Compensation: $60,000+ base salary plus bonus potential

    • Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services. • Build and manage a consistent pipeline through proactive outreach (calls, follow-ups, referrals, community connections, networking, etc). • Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews). • Generate and present quotes, close new business, and support retention through annual reviews and policy education. • Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness. • Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards.

  • Compensation
    $60,000 per year