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Financial Services Representative State Farm Agent Team Member

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: David Munson Agency
Full Time position
Listed on 2026-02-27
Job specializations:
  • Sales
    Customer Success Mgr./ CSM
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Position Overview

I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences.

This could be the start of an exciting, challenging and fun career!

Responsibilities

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the agent to establish and meet marketing goals.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • As an Agent Team Member, you will receive...

    • Salary plus commission/bonus
    • Health benefits
    • Profit sharing
    • 401K
    • Paid time off (vacation and personal/sick days)
    • Valuable experience
    • Growth potential/Opportunity for advancement in my agency
    • Signing Bonus up to $
    • Learning to market property/casualty, life, health, bank and mutual fund products
    • Setting sales and growth goals
    • Working closely with the agent to gain an understanding of the agent’s role and office logistics
    • Learning how to network effectively

    If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

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