Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our agency has been serving the community since 1994 and is home to an experienced team of six. Before becoming a State Farm agent, I worked in oil and gas marketing, bringing a strong background in business, relationship-building, and performance-driven environments into the agency.

Giving back is an important part of who we are. Our agency supports a variety of local causes, including pet shelters, organizations serving veterans, and other charities throughout the community.

We believe great performance deserves to be recognized and rewarded. Team members have opportunities to earn monthly team bonuses and additional incentives through life insurance sales promotions. Top performers can also earn Hall of Fame recognition. We invest heavily in professional development, including access to nationally recognized sales trainers and resources designed to help our team continue sharpening their skills.

Our culture is competitive, team-first, and focused on growth. We enjoy team-building events, maintain a positive office environment, and provide opportunities for both career advancement and increased earning potential. If you’re motivated by goals, enjoy being recognized for strong performance, and want to grow alongside a team that takes pride in winning together, we’d love to meet you.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Anne Reeves - 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 SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor