Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

WHY JOIN US:
Join a top-performing State Farm agency led by an industry veteran serving clients since 2005, holding advanced financial designations (ChFC, RICP), and backed by a strong reputation in the Memphis community. Steve Womack is known for developing professionals who want more than just a job they want a long-term career with real income potential and growth.

If youre experienced in financial services and want a structured environment where your expertise actually translates into earnings and impact, this is where you grow.

ROLE DESCRIPTION:
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. Youll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk.

This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.

RESPONSIBILITIES:

• Conduct comprehensive financial reviews and needs-based consultations
• Educate clients on investment, retirement, and risk management strategies
• Assist with portfolio management and asset allocation recommendations
• Identify cross-sell opportunities within an existing client base
• Maintain compliance with all financial and regulatory requirements
• Build and maintain long-term client relationships that drive retention and growth
• Partner with the agency team to generate new financial services opportunities

QUALIFICATIONS:

• 3+ years of experience in financial services, insurance, or investments
• Strong consultative sales and relationship-building skills
• Proven ability to translate financial concepts into clear, client-friendly solutions
• FINRA Series 7 and 63 preferred (or willingness to obtain)
• Life & Health license preferred (or willingness to obtain)
• Highly motivated, goal-driven, and competitive mindset

COMPENSATION & BENEFITS:

• Competitive base salary + performance-based commissions
• Bonus opportunities tied to production
• Paid training and ongoing professional development
• Clear path for advancement within a high-performing agency
• Supportive, team-driven culture with strong leadership

WHO YOU ARE:

• Youre not just explaining products youre influencing decisions
• You know how to build trust quickly and keep it
• Youre driven by growth, income, and long-term career stability
• You want to be part of a respected agency where performance is recognized

APPLY TODAY
We review every application within 48 hours because your time matters.