Financial Services Representative – State Farm Agent Team Member
About the role
We’re a locally rooted, fast-moving insurance agency that believes in doing business the right way—with energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most.
As a Financial Services Representative – State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Qualifications
- Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
- Proven experience working as a financial services representative preferred.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Must have proven insurance experience.
Benefits
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Pay
$50,000.00 - $80,000.00 per year
Schedule
Not specified