Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our Agency:
Our agency has been in business for 13 years and has grown to two locations with a team of 20. We’ve built a strong, high-performing environment focused on growth, teamwork, and delivering a great customer experience.

We’re passionate about staying involved in the community and making a positive impact beyond the office.

For our team, we offer training and licensing support, a 401(k), health benefits, and a strong focus on work-life balance. We also make it a point to celebrate wins and milestones, from birthdays and work anniversaries to team outings like Topgolf.

Our office culture is fun, supportive, and team-oriented. We work hard but also enjoy spending time together and recognizing each other’s success. We’re looking for someone who is motivated, positive, and enjoys being part of a collaborative, high-energy team where they can grow and succeed.

Position Overview:
Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Requirements:

• Active Life & Health license
• FINRA Series 6/63/65
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor