Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

Position Overview of the Financial Services Representative 
I am a local State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. If you enjoy working closely with people and are passionate about helping clients achieve their financial goals and secure their futures, this role is an excellent opportunity for you. As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized financial solutions. You’ll gain valuable experience in client relationship management, financial planning, and sales within a supportive and collaborative environment. By joining our team, you’ll receive comprehensive training and mentorship from an experienced agent to build your industry knowledge and develop your skills. This position offers a pathway to grow your career in the financial services industry, with the potential to advance toward leadership roles or even become a State Farm agent.

Our Agency
Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply.

Responsibilities of the Financial Services Representative 

• Utilize a customer-centric, needs-based approach to educate clients on insurance options and solutions.
• Generate leads, schedule appointments, and assess customer needs to effectively promote suitable products and services.
• Collaborate with the agent to set and achieve targeted agency objectives.

Qualifications for the Financial Services Representative 

• In-person position based at our office in Columbus, Ohio
• Strong communication skills, including written, verbal, and active listening
• Highly organized with keen attention to detail
• Proven ability to build client rapport and foster lasting relationships
• Effective team player with leadership capabilities
• Thrives in a fast-paced work environment
• Willingness and ability to obtain Property and Casualty License
• Willingness and ability to obtain Life and Health License
• Willingness and ability to obtain FINRA Series 7 and 63 Licenses

Compensation for the Financial Services Representative 

• Base pay $40,000 - $60,000
• Uncapped commission structure 
• Our top earners make over $100,000 annually
• Receive bonuses based on performance and agency goals 

Next Steps for the Financial Services Representative
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process.