Financial Services Representative - State Farm Agent Team Member

Role Description

As a Financial Services Representative, you will combine financial expertise with strong sales execution to educate clients, uncover needs, and deliver tailored solutions. Your consultative approach—paired with a competitive, goal-oriented mindset—will directly contribute to agency growth while helping clients make confident financial decisions.

Key Responsibilities

• Consult with Clients
• Provide comprehensive financial guidance, including life insurance, retirement strategies, and investment solutions tailored to each client’s goals.
• Drive Sales Growth
• Actively prospect, market, and sell financial products, identify new opportunities, and consistently close business to meet or exceed production goals.
• Portfolio Guidance
• Support clients with asset allocation strategies, long-term planning, and ongoing financial reviews to ensure alignment with their objectives.
• Ensure Compliance
• Maintain adherence to all financial services regulations, documentation standards, and ethical guidelines.

Qualifications

• A strong sales-driven mindset with a proven track record in financial product or insurance sales
• 3+ years of experience in financial services, investment planning, or life insurance
• Strong analytical, consultative, and communication skills
• Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
• Self-motivated, competitive, and able to build long-term client relationships while consistently driving revenue

Benefits

• Competitive compensation including base salary + uncapped commission + performance bonuses
• Licensing support for candidates pursuing additional financial credentials
• A professional, growth-oriented team environment with mentorship and development opportunities
• Clear opportunity to grow both your income and your career within a high-performing agency