Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• Health insurance
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2015 and lead a close-knit team of four. Before becoming an agent, I worked in the hospitality industry, which is where I learned the value of building relationships, showing up for people, and creating a great experience every day. That same mindset is at the heart of how we serve our customers and support our team.

I’m a graduate of Miami University and have been married for 14+ years with two daughters (11 and 9) and a King Charles Cavalier who keeps things entertaining. Outside of work, I enjoy coaching kids, spending time with friends, and catching sporting events whenever I can.

We enjoy being involved in the community through local events and outreach, and we’re always looking for more ways to show up and stay connected to the people we serve. For our team, we offer health benefits, a Simple IRA, and paid licensing, along with a flexible, laid-back work environment where time off and balance are genuinely respected.

Our office culture is servant-minded, personable, and low-stress, but we still take our work seriously. We’re looking for someone who can work independently, stay calm under pressure, ask the right questions, and bring a strong personality and great attitude to the team. If you’re diligent, fearless, and enjoy helping people in a relaxed but professional environment, you’ll fit right in here.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Collin Doyle - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.