Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
I’ve been in business for 13 years and lead a collaborative, high-energy team of 13 professionals who are committed to helping our clients succeed. We’re a leading agency in the southwest metro, known for setting ambitious goals and working together to achieve them while always putting our customers first.

I earned my bachelor’s degree in business from the University of Nebraska–Lincoln and proudly served in the U.S. Air Force, where I was trained as a law enforcement officer in the National Guard. Giving back is important to me, and I’m an active member of the Chanhassen Rotary Club, supporting charitable efforts both locally and globally. I also volunteer my time coaching youth sports in the community.

For our team, we offer fun, performance-based incentives including multiple team trips each year, along with quarterly outings paid for by the agency. Past events have included Topgolf, bowling, sporting events, and concerts. If you’re looking for a high-energy, goal-oriented environment where teamwork and client care come first, this could be a great place to grow your career.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jeremy Senn - 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)
• SIE, Series 6/63/65 or 7 license required
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor