Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

Job Description:
Jessica Cruz Phung Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you! As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.

Responsibilities:

• Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
• Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
• Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients best interests at every opportunity.
• Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.

Qualifications:

• Minimum of 2 years of experience as a Financial Services Representative.
• Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
• Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
• Eagerness to learn and grow with the financial services industry.
• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
• Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.

Perks for Financial Services Representative:

• The first years compensation is expected to range between $80,000-$160,000 (including commission and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.