Insurance Financial Service Representative

At Terrill Mayberry - State Farm Agency, we’re dedicated to empowering individuals to safeguard their futures through tailored insurance solutions. As an Insurance & Financial Services Representative, you’ll play a vital role in helping clients understand their coverage options, ensuring they feel confident in their decisions. You’ll join a team that values integrity, accountability, and a strong customer focus, where relationships with policyholders are at the heart of what we do.

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to fulfill program requirements and keep our customers satisfied.
• Implement marketing strategies—including cold calling and networking—to connect with potential clients while maintaining a portfolio of current clients.
• Collaborate with policyholders to develop insurance risk-management profiles that specify the best policies for their evolving needs.
• Take ownership of accurate records for bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
• Serve as an attentive listener when communicating with new and potential clients to accurately identify their unique needs before pursuing specific insurance sales.
• 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.

• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.
• Fundamental computer skills, including experience with Microsoft Office.
• Already have or are willing to obtain an insurance license.
• Working knowledge of accounting and sales-lead software is a plus.
• Strong analytical, communication, and interpersonal skills; customer-service experience is a plus.

• 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).

• Ability to obtain or currently hold applicable state licenses—typically Property & Casualty (P&C) and Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.

$60,000 + At-Goal

We offer a flexible full-time position with ample growth opportunities within our supportive environment.