Intern - State Farm Agent Team Member
$20 per hourJay Puppo - State Farm Agent
Financial Services Intern
Looking to gain real-world experience in financial services while building skills that will benefit you long after graduation? Our State Farm agency is seeking a motivated Financial Services Intern to support our Investment Planning Services (IPS) and life insurance team. This internship offers hands-on exposure to customer communication, financial services, insurance, and business operations. You'll work alongside experienced professionals, participate in client meetings, and help deliver an outstanding customer experience - all while developing valuable professional skills. Whether you're exploring a career in financial services, insurance, sales, or business, this internship provides meaningful experience in a supportive, team-oriented environment.
What You'll Do:
- Customer Outreach
- Contact existing agency customers using a structured outreach process (no cold calling)
- Introduce our Investment Planning Services
- Schedule a minimum of four Investment Planning appointments each week
- Maintain accurate outreach and scheduling records
- Client Meeting Support
- Attend Investment Planning appointments with advisors
- Take detailed meeting notes and capture key discussion points
- Track action items and follow-up tasks
- Help create a professional, customer-focused experience
- Administrative & Operational Support
- Assist with applications, documentation, and post-meeting follow-up
- Coordinate next steps with team members
- Keep customer communications organized and professional
- Utilize agency technology and systems to improve efficiency
What You'll Learn:
- How financial services and insurance products help individuals and families
- How financial professionals prepare for and conduct client meetings
- Customer relationship management and professional communication
- Sales, operations, and business development fundamentals
- Industry software and agency workflows
- What a career in financial services and insurance looks like
Qualifications:
- Currently enrolled in a college or university program
- Interest in finance, business, insurance, economics, or a related field
- Strong communication and interpersonal skills
- Comfortable speaking with customers over the phone
- Organized, detail-oriented, and eager to learn
- Professional attitude with a positive, team-first mindset
This internship is more than just administrative work. You'll gain meaningful exposure to the financial services industry while working alongside experienced professionals who are invested in your growth. If you're looking for an opportunity to build practical experience, develop professional skills, and explore a career in financial services, we'd love to meet you. Compensation: $20.00 per hour
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Wilsonville, OR and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Intern - State Farm Agent Team Member in Wilsonville, OR vacancy
$40k - $75k
...be a trusted part of the Woodburn community. Our dedicated team of 15 members works together to deliver exceptional service and support... ...to have you join our team!Role DescriptionJustin Stearns - State Farm Agent is a leading insurance agency dedicated to providing...SuggestedFor contractorsWork at officeLocal areaJustin Stearns - State Farm Agent
Aurora, OR5 days ago$48k - $72k
...Responsive RecruiterBrian Koenig - State Farm Agent is a leading insurance agency dedicated to providing exceptional... ...seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-...SuggestedFor contractorsWork at officeImmediate startBrian Koenig - State Farm Agent
Tualatin, OR5 days ago$22 - $24 per hour
...Multiline Representative at Lateef Kirsten - State Farm Agent if: You're the person people call... ...career, help others, and be part of a team that strives to do good every day, you'... ...experience. Collaborate with team members to achieve office objectives. Qualifications...SuggestedHourly payFor contractorsWork at officeFlexible hoursState Farm
Beaverton, OR1 day ago$40k - $65k
...Multi-Line Representative - State Farm Agent Team Member Full Time in Fully Remote - US Bonus based on performance Health insurance Opportunity for advancement Paid time off You’re the person people call first when life goes sideways - calm, steady,...SuggestedFull timeWork at officeRemote workFlexible hoursInsuringmyfamily
Beaverton, OR2 days ago- ...State Farm Independent Contractor Agent OpportunityAre you outgoing and customer-focused? Do you enjoy working... ...criminal justice, I lead a dynamic team of nine professionals across our two... ...are looking for our next great team member. We are a growing agency with big dreams...SuggestedFor contractorsWork at officeLocal area
Courtney Rogers - State Farm Agent
Beaverton, OR4 days ago $40k - $47k
...Responsive RecruiterPaul Barton - State Farm Agent is a leading insurance agency dedicated to providing exceptional... ...currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-...Work at officePaul Barton - State Farm Agent
Sherwood, OR4 days ago$45k - $55k
...Receptionist - State Farm Agent Team MemberJake Larson - State Farm Agent is a leading insurance agency dedicated to providing exceptional service... ...to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented,...For contractorsWork at officeJake Larson - State Farm Agent
Canby, OR4 days ago- ...We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a... ...Come work with an energetic, fun team at Russel Williams - State Farm Agent!About Our AgencyWe help customers with their insurance and financial...For contractorsWork at office
Russel Williams - State Farm Agent
West Linn, OR4 days ago $70k - $80k
Registered Representative - State Farm Agent Team Member Full Time, Tigard, OR Benefits Bonus based on performance Health insurance Opportunities for advancement Paid time off Role Description As a Registered Representative - State Farm Agent Team Member with Kristin...Full timeFor contractors$17 - $21 per hour
...Telemarketer - State Farm Agent Team Member As a Telemarketer - State Farm Agent Team Member for Salvador Aguilar - State Farm Agent, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand's public image...Hourly payFor contractorsFlexible hoursSalvador Aguilar - State Farm Agent
Beaverton, OR4 days ago- ...currently have a close-knit team of three. Before stepping into... ...aviation industry with an international airline. One of the most exciting... ...: Lateef Kirsten - State Farm Agent is a leading insurance agency... ...Receptionist - State Farm Agent Team Member. Our ideal candidate is...Work at officeFlexible hours
- ...agency in 2010, we've focused on building a team-oriented environment where people can... ...meaningful careers. Before becoming a State Farm agent, I spent more than 20 years leading retail... ...long-term success. We look for team members who are motivated to learn, willing to take...Work at office
$14 - $18 per hour
McDonald’s is seeking Crew Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant cleanliness. Crew Members may work in the front counter, drive-thru, or kitchen depending on shift needs. Responsibilities...Hourly payFull timePart timeFlexible hoursShift workNight shiftMcDonald's
Tualatin, OR4 days ago$15.45 per hour
...teamwork is key: Work hand in hand with your team to meet goals and most importantly, have... ...others (customers and fellow team members); A desire to learn and grow; and The... ...other characteristic protected by federal, state or local laws. This policy applies to all...Full timePart timeLocal areaFlexible hoursNight shiftWeekend workMcDonald's
Tualatin, OR5 days ago- ...Acquisitions Specialist at Jim Edington - State Farm Agent if: You’re the person people call... ...your career, help others, and be part of a team that strives to do good every day, you’... ...acquisition goals. Collaborate with team members to coordinate outreach strategies....Work at officeWork from homeFlexible hours
- ...An international sports brand is seeking a Narrative & Writing Undergraduate Intern for an 8–10 week paid summer internship in Beaverton,... ...position offers an opportunity to collaborate with a creative team, working on athlete-centered stories across various platforms,...InternshipSummer internshipWork at office
Wayne State
Beaverton, OR4 days ago - ...safety and sanitation procedures; Embody enlightened hospitality by leading interactions with genuine warmth and care towards both team members and guests; Stand for something good by aligning with Shake Shack's values of integrity, inclusivity, and community engagement...Full time
Shake Shack
Tualatin, OR5 days ago $35k - $55k
...Customer Relations Representative - State Farm Agent Team Member Full Time in Wilsonville, OR License Reimbursement Salary Plus Commission Bonus... ...empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded...Full timeFor contractorsFlexible hoursBriankoeniginsurance
Wilsonville, OR1 day ago$40k - $60k
...DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Jay Puppo - State Farm Agent, you will generate the kind... ...team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded...For contractorsFlexible hoursState Farm
Wilsonville, OR4 days ago$17 per hour
...Hut joined the Pizza Hut system in 2021. In 2023, we expanded internationally acquiring Pizza Hut's master franchisee in Australia with 26... ...like a Champion and Win as One. Want to be a Pizza Hut Team Member, Your Gig, Your Schedule, Your Opportunity, Great Perks, Same...Daily paidMinimum wageFlexible hoursFlynn Pizza Hut
Tualatin, OR4 days ago$48k - $62k
...Role Description As a Customer Service Representative - State Farm Agent Team Member with Brian Koenig - State Farm Agent, you will generate... ...empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded...Hourly payFor contractorsWork at officeImmediate startFlexible hoursBrian Koenig - State Farm Agent
Wilsonville, OR4 days ago$40k - $60k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Jay Puppo... ...team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded...For contractorsJay Puppo - State Farm Agent
Wilsonville, OR4 days ago- Job Posting Please apply in person at the address listed. This job posting is for a position in a restaurant owned and operated by an independent franchisee, not QDOBA Restaurant Corp. This means the independent franchisee, and not QDOBA Restaurant Corp. will be ...
Qdoba
Wilsonville, OR3 days ago - ...Job Description: Firehouse Subs Team Member Position Overview: As a Firehouse Subs Team Member, you will play a vital role in ensuring... ...Knowledge of food safety and sanitation regulations. Oregon State Food Handlers Certificate is required Must be able to: stand...Full timeMonday to FridayShift workWeekend workDay shift
Firehouse Subs
Tualatin, OR1 day ago $50k - $120k
...OUR AGENCY: What makes Jay Puppo State Farm unique is its truly collaborative... ...future leaders and empowering his team to drive results together. Team members aren't just employees - they're active... ...a team? Jay Puppo - State Farm Agent is searching for an outgoing and customer...For contractorsLocal areaFlexible hoursState Farm
Wilsonville, OR4 days ago$35k - $50k
...Account Representative - State Farm Agent Team Member As Account Representative - State Farm Agent Team Member for Brian Koenig - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer...For contractorsWork at officeImmediate startFlexible hoursBrian Koenig - State Farm Agent
Wilsonville, OR5 days ago$50k - $120k
...Jay Puppo - State Farm Agent Opportunity Do you aspire to someday run your own business, be an advisor looked to in your community, and lead a team? Jay Puppo - State Farm Agent is searching for an outgoing and customer-focused individual who can recognize opportunities...For contractors- ...Nike Marketing Vanguard Program Graduate Intern Nike is one of the most recognizable brands... ...experiences. Nike's Worldwide Marketing team powers storytelling and experiences that... ...collaborate regularly with senior team members through working sessions, reviews, and...InternshipFull timeWork experience placementSeasonal workSummer internshipWorldwideRelocation package
NIKE
Beaverton, OR5 hours ago $22.15 per hour
...are excited to bring this extremely successful concept from Los Angeles to Portland and all of Oregon. Position Summary The Team Member is responsible and accountable for performing specific tasks and duties assigned within the Restaurant including guest service,...Hourly payLocal areaFlexible hoursShift workNight shiftWeekend work$45k - $60k
...Insurance And Financial Services Position As Insurance and Financial Services Position - State Farm Team Member for Kelly Manning - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Intern - State Farm Agent Team Member. Be the first to apply!
Related searches
- warehouse operations team member Wilsonville, OR
- team member Wilsonville, OR
- kfc team member Wilsonville, OR
- food truck team member Wilsonville, OR
- food service team member Wilsonville, OR
- distribution center team member Wilsonville, OR
- pizza hut team member Wilsonville, OR
- retail team member Wilsonville, OR
- packing team member Wilsonville, OR
- service team member Wilsonville, OR