Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

Position Overview:
Are you interested in building a career in financial services and helping customers plan for their future? Our State Farm agency is seeking a motivated and customer-focused individual who wants to grow into a financial services role. This position offers the opportunity to begin by helping customers with life and health insurance solutions while working toward obtaining securities licenses to expand into investment and financial planning services.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong problem-solving skills, and is excited to develop their expertise in financial services and long-term financial strategies.

Key Responsibilities:

• Help customers understand and secure life and health insurance coverage that supports their financial goals
• Conduct customer needs analyses and provide guidance on protection and financial planning options
• Build strong relationships with customers through ongoing conversations and policy reviews
• Study for and obtain required securities licenses to expand into investment and financial services
• Transition into advising on investment options and broader financial planning once licensed
• Maintain compliance with insurance and financial regulations

Preferred Qualifications:

• Active Life & Health license preferred, or willingness to obtain
• Interest in obtaining FINRA securities licenses (Series 6/63/65 or Series 7)
• Sales or customer service experience in financial services, insurance, or a related field is helpful
• Strong communication and relationship-building skills
• Motivated, coachable, and interested in long-term career growth in financial services

If youre someone who enjoys helping people make smart financial decisions and wants the opportunity to grow into securities and investment advising, this could be a great career path within our agency.

About our Agency:
Our agency opened in 2024 and has quickly grown into a team of four who are focused on helping people build a plan and protect what matters most. Before becoming an agent, I spent 23 years in the agricultural business working in sales, marketing, and product management, which gave me a strong foundation in customer relationships and strategic thinking.

Im married with two kids, and my wife works as a travel agent, so we love exploring new places together. Outside of work, I enjoy wine, food, and travel. I stay active in the community as a Nebraska City Tourism & Commerce Board Member and a Kappa Foundation Board Member, supporting local initiatives and growth.

Our team enjoys 10 paid holidays, three weeks of PTO, team outings and events, free snacks and drinks, and an annual allowance for State Farm swag. We also offer a 401(k), licensing support, professional and personal development, and a strong focus on work-life balance. Im a hands-on agent who believes in coaching and supporting the team every step of the way.

Our mission is simple: positively impact your life and the lives of those around you. We help people have a plan. Were looking for someone who connects with that visionsomeone who is competitive, self-motivated, detail-oriented, and great with people. If youre a self-starter with initiative and strong problem-solving skills, this could be a great place to build your career and make a real impact.

This is a remote position.