Insurance and Financial Services Position - State Farm Team Member

Job Description

Job Description

Benefits:

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

About our Agency:
Founded in 2012, our agency is led by Daniel and supported by a team of 10 dedicated professionals who bring a strong blend of insurance, claims, and financial services experience to the work we do. Daniel has more than 25 years of personal experience in the industry and holds a bachelor’s degree in Biomedical Chemistry from Oral Roberts University, along with FINRA Series 6, 63, and 65 certifications. He is deeply family-oriented, married for 18 years with four children, and brings that same care and thoughtfulness into helping individuals and families tailor coverage to their real needs. 

Giving back is a core part of our mission — we’re actively involved with Care Portal, supporting foster children and families facing hardship, because we believe insurance is about strengthening families and communities, not just policies.

Our office culture is focused, growth-minded, and supportive. We hold each other to high standards while working together toward the best outcomes for our clients. Team members enjoy a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee, birthday lunches, team outings, up to a 4% 401k match, and health, dental, and vision benefits. 

If you’re looking for a place where professionalism, purpose, and teamwork come together, this is an environment where you can build a meaningful and rewarding career.

Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong client relationships and guiding clients toward a secure financial future?  Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies.

 
This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.

Key Responsibilities:

• Consult clients on financial products, investment options, and life and disability insurance coverage
• Assist clients with portfolio management, asset allocation, and risk management strategies
• Conduct insurance and financial reviews and recommend personalized product solutions based on client’s needs
• Maintain compliance with financial and insurance regulations
• Perform client needs analysis and have in-depth sales conversations

Preferred Qualifications:

• Active Life & Health license (required)
• SAE, Series 6, 63 and/or 65 licenses preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.