Financial Services Representative - State Farm Agent Team Member

Elizabeth Marshall - State Farm Agent

Job Description

Benefits:

401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.

Key Responsibilities:

Conduct policy reviews with existing customers to ensure they have proper liability coverage
Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
Provide tailored financial solutions based on customer needs
Work with scheduled appointments (approximately 15 per week, booked by another team member)
Maintain professionalism and strong customer relationships

Qualifications:

Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
Ability to obtain both Property & Casualty and Life & Health insurance licenses.
Strong communication and relationship-building skills.
Detail-oriented with a customer-first mindset.

Why Join Us?

Work with an established client base—no cold calling required
Supportive team environment with scheduled appointments
Opportunity to make a meaningful impact on clients’ financial security
Open to Full-Time or Part-Time (benefits will vary with PT positions)

If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!

Apply

Vacancy posted 4 days ago

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