Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Opportunity for advancement
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I’ve been a State Farm agent for 15 years and currently lead a close-knit team of four. I was born in Minnesota, but grew up in California and attended Cal State Northridge. Before entering the insurance industry, I worked in the restaurant business, where I met my husband and learned the importance of hard work, building relationships, and delivering exceptional customer service. Those lessons have carried over into my agency, just with a little better work-life balance!

Building genuine relationships is at the heart of everything we do. As technology continues to change the way we interact, I believe personal connections are more important than ever. Many of our customers have been with us for years and truly feel like family. We go above and beyond to take care of them and value the opportunity to grow alongside them.

Our agency offers a 401(k) retirement plan and covers 50% of team members' life insurance premiums. We also have a full kitchen, enjoy sharing meals together, and always keep plenty of snacks on hand - especially chocolate!

Our office is family-oriented, supportive, and built around helping people succeed. I genuinely care about my team and believe it's my responsibility to provide the coaching, encouragement, and tools they need to grow. In return, I'm looking for hardworking individuals who are willing to learn, put their training into practice, and take pride in caring for our customers. If you're someone who values meaningful relationships, enjoys being part of a close-knit team, and wants an opportunity to grow both personally and professionally, we'd love to meet you.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Julie Montenegro - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor