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Financial Services Representative - State Farm Agent Team Member
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
Our agency opened in 2016 and has grown into a high-performing team of 11. Before becoming a State Farm agent, I worked in the investment advisory space, bringing a strong financial background and strategic mindset into the agency.
I’m a Florida native, a husband, and a father of two. Family and community are important to me, and that carries into how I lead and support our team. We are highly engaged in the community through local charities, Chambers of Commerce, and nonprofit board involvement, and we take pride in building strong relationships both inside and outside the office.
For our team, we offer group health and life insurance, a 401(k), PTO, comp time, and a strong bonus structure with monthly, quarterly, and annual earning opportunities. We also create an engaging work environment with team-building events, daily team meetings, and frequent team meals, including breakfasts and lunches.
Our office culture is energetic, positive, and accountability-driven. We’re looking for someone who can execute, is coachable, and contributes to elevating the team. Strong communication skills, a personable approach, and a positive attitude are key, along with a desire to build relationships and make an impact in both the office and the community.
Position Overview:
Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions.
Our agency opened in 2016 and has grown into a high-performing team of 11. Before becoming a State Farm agent, I worked in the investment advisory space, bringing a strong financial background and strategic mindset into the agency.
I’m a Florida native, a husband, and a father of two. Family and community are important to me, and that carries into how I lead and support our team. We are highly engaged in the community through local charities, Chambers of Commerce, and nonprofit board involvement, and we take pride in building strong relationships both inside and outside the office.
For our team, we offer group health and life insurance, a 401(k), PTO, comp time, and a strong bonus structure with monthly, quarterly, and annual earning opportunities. We also create an engaging work environment with team-building events, daily team meetings, and frequent team meals, including breakfasts and lunches.
Our office culture is energetic, positive, and accountability-driven. We’re looking for someone who can execute, is coachable, and contributes to elevating the team. Strong communication skills, a personable approach, and a positive attitude are key, along with a desire to build relationships and make an impact in both the office and the community.
Position Overview:
Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions.
In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
Key Responsibilities:
- Educate customers on life and health insurance products.
- Conduct needs-based conversations to identify coverage gaps and recommend appropriate protection strategies.
- Build and maintain strong relationships with new and existing customers through regular follow-up
- Support customers through the application and underwriting process, ensuring a smooth and positive experience
- Collaborate with the team to identify cross-sell opportunities within the existing book of business
- Maintain accurate documentation and stay compliant with insurance and financial regulations
- Participate in ongoing training to stay current on products, industry trends, and best practices
Preferred Qualifications:
- Active Life & Health license (will be required, current licensees preferred)
- Series 6/63/65, 7 and SIE licenses (willingness to obtain)
- Experience in life and/or health insurance sales or financial services
- Strong communication and relationship-building skills
- Ability to explain complex coverage options in a clear and relatable way
- Self-motivated, goal-oriented, and comfortable in a sales-driven environment
- Professional and trustworthy demeanor with a genuine desire to help others
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