Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
Our agency opened in 2013 and is a strong team of eight focused on growth, performance, and delivering a great customer experience. Before becoming a State Farm agent, I worked as a mortgage loan officer, bringing a strong financial background into the business.

I’m a graduate of UNC Charlotte, married, and have a dog named Ozzie. I’m also a big fan of the Carolina Panthers and Charlotte FC. We stay highly involved in the community through the Chamber of Commerce, the Realtors Association, and by supporting organizations like Catherine’s House.

For our team, we offer a Simple IRA, health benefits, a hiring bonus, annual team travel, quarterly team events, and a strong focus on work-life balance.

Our office culture is high-energy, optimistic, and growth-focused. We’re a close-knit team looking for someone who brings a positive attitude and is motivated to improve and grow - someone who wants to build a career while being part of a supportive, driven environment.

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