Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because I believe you may be a strong fit for my office—not because of an automated screening decision.

Thank you for taking the time to apply. I truly value your interest and your time, and I appreciate the opportunity to review your background.
Burch Boehner, Business Owner

321 S Monroe St

San Jose, CA 95128

Full-time | In-office

About Me:

Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.

Position Overview:

I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.

Key Responsibilities:

• Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
• Prospect new business through financial conversations and relationship-building
• Manage and support new and existing clients’ financial portfolios
• Collaborate with the financial team to maintain a professional and enjoyable work environment
• Utilize financial discussions to prospect, retain, and grow the client base
• Stay current on financial products and industry regulations
• Ensure compliance with licensing requirements and company policies

Required Qualifications:

• Securities Industry Essentials (SIE) license
• Series 6 and Series 63 licenses
• If you are not currently licensed in SIE, Series 6 or 63, you must have the ability to obtain the licenses with employer sponsorship. Licensing and training will be provided.
• Experience in retail sales with clients placing IRAs, 529 plans, or similar products
• Strong interpersonal and communication skills
• Ability to work effectively in an in-office, client-facing setting

Preferred Qualifications:

• Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
• Licensing and training for P/C and L/H insurance will be provided

Compensation & Benefits:

• Starting base income
• Expected annual income (base + commission + bonus): 75,000–95,000
• Additional income potential based on ability to increase sales across all product lines
• Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
• 401(k) plan with company matching

Our Core Values:

• Integrity
• Mutual Respect
• Transparency
• Compassion
• Accountability
• Exceptional Customer Interaction
• Commitment to Work Together