Financial Services Rep: Growth, Bonuses, Flexible Schedule

Al Shattuck - State Farm Insurance Agent; DeWitt (MI); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Base + Commission + Bonuses

Hiring Bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Al Shattuck - State Farm Agent in DeWitt, MI is seeking a Financial Services Representative to market financial products and educate customers on planning for retirement, protection, and risk management. You will apply a consultative approach to guidance and empower clients with informed choices.

You will build trust, generate leads, perform financial reviews, and ensure regulatory compliance while growing within a supportive agency culture that rewards performance and ongoing development.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or 7 license preferred.
• Experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Life & Health license

Communication skills

Analytical skills

Customer-focused

Job description

Al Shattuck - State Farm Agent in DeWitt, MI is seeking a Financial Services Representative to market financial products and educate customers on planning for retirement, protection, and risk management. You will apply a consultative approach to guidance and empower clients with informed choices.

You will build trust, generate leads, perform financial reviews, and ensure regulatory compliance while growing within a supportive agency culture that rewards performance and ongoing development.