Financial Services Representative - State Farm Agent Team Member
Responsibilities
- Congduct 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
- 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 6 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
Benefits
- Paid time off
- Relocation bonus
- Training & development
- 401(k) plan with matching
- Bonus based on performance
- Company parties
- Competitive salary
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.
Role Description
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You’ll 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.
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
About the Role
We are located in Memphis, TN and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.