Financial Services Representative - State Farm Agent Team Member
$80k - $110kSteve Womack - State Farm Agent
Financial Services Representative
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You'll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk. This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.
Responsibilities:
- Conduct comprehensive financial reviews and needs-based consultations
- Educate clients on investment, retirement, and risk management strategies
- Assist with portfolio management and asset allocation recommendations
- Identify cross-sell opportunities within an existing client base
- Maintain compliance with all financial and regulatory requirements
- Build and maintain long-term client relationships that drive retention and growth
- Partner with the agency team to generate new financial services opportunities
Qualifications:
- Experience in financial services, insurance, or investments
- Strong consultative sales and relationship-building skills
- Proven ability to translate financial concepts into clear, client-friendly solutions
- FINRA Series 6 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
- Highly motivated, goal-driven, and competitive mindset
Compensation & Benefits:
- Competitive base salary + performance-based commissions
- Bonus opportunities tied to production
- Paid training and ongoing professional development
- Clear path for advancement within a high-performing agency
- Supportive, team-driven culture with strong leadership
Who You Are:
- You're not just explaining products you're influencing decisions
- You know how to build trust quickly and keep it
- You're driven by growth, income, and long-term career stability
- You want to be part of a respected agency where performance is recognized
Compensation: $80,000.00 - $110,000.00 per year
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 Memphis, TN and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
Vacancy posted 5 days ago
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