Financial Services Advisor — Flexible Hours & Warm Leads

Tom Pelham - State Farm Insurance Agent; Ann Arbor (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Birthday Off

Evenings Off

Mentorship with an established Agent

Leads provided

All Leads are warm leads

Job summary

Tom Pelham - State Farm Insurance Agent in Ann Arbor seeks a Financial Service Representative to listen to neighbors, assess goals, and guide them to the right coverage for their future. You engage with clients, explain options, and help build lasting relationships in a community-focused environment.

The role emphasizes licensed, knowledgeable sales support, teamwork, and ongoing training while maintaining high standards of service and a positive attitude.

Qualifications

• Active Michigan Property & Casualty license or able to obtain.
• Active Michigan Life & Health license or able to obtain.
• Securities licensing.
• Previous experience in sales, customer service, or financial services.
• Excellent verbal communication and rapport-building skills.
• Bachelor's degree or equivalent work experience preferred.

Responsibilities

• Help local families identify the right insurance and financial products.
• Engage with clients through phone calls, emails, and face-to-face visits at our Ann Arbor office.
• Analyze client situations and suggest personalized plans.
• Process new business applications and maintain client records.
• Stay up to date on State Farm products and internal tools to provide accurate information.
• Collaborate with office staff to reach goals and maintain service quality.

Skills

Sales experience

Customer service

Verbal communication

Computer skills

Education

Bachelor's degree or equivalent experience

Job description

Tom Pelham - State Farm Insurance Agent in Ann Arbor seeks a Financial Service Representative to listen to neighbors, assess goals, and guide them to the right coverage for their future. You engage with clients, explain options, and help build lasting relationships in a community-focused environment.

The role emphasizes licensed, knowledgeable sales support, teamwork, and ongoing training while maintaining high standards of service and a positive attitude.