Financial Services Representative - State Farm Agent Team Member

About the role

In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.

Responsibilities

• Conduct financial reviews to understand client goals, risk tolerance, current protection, and long-term objectives
• Present investment products, retirement strategies, and wealth accumulation options tailored to client needs
• Recommend life insurance solutions that help protect families, businesses, income, and financial futures
• Generate new opportunities through referrals, networking, marketing efforts, existing clients, and proactive outreach
• Build long-term client relationships through reviews, follow-up, proactive communication, and excellent service
• Maintain compliance with insurance, securities, and financial services regulations
• Accurately document client interactions, recommendations, and follow-up activity

Requirements

• Active Life & Health Insurance License
• FINRA Series 6 and 63 licenses, or equivalent registrations
• Strongly Preferred: FINRA Series 65 license
• Prior experience in financial services, investment sales, retirement planning, or life insurance
• Active Property & Casualty license preferred
• Candidates without Property & Casualty must be willing to obtain it with agency support

Qualifications

• Proven success in financial services, investment sales, retirement planning, or life insurance sales
• Strong consultative selling and relationship-building skills
• Ability to explain complex financial concepts in a clear, client-friendly manner
• Goal-oriented with a strong drive to grow production and revenue
• Excellent communication, presentation, and interpersonal skills
• Self-motivated with strong organization and follow-up habits

Benefits

• Competitive base compensation plus uncapped commission opportunities
• Performance bonuses and production incentives
• Access to an established client base and referral opportunities
• Opportunity to support clients across two established agency locations
• Supportive, growth-oriented agency culture
• Opportunity to build a long-term financial services practice within a successful State Farm agency