Financial Services Rep – Growth, Bonuses & Schedule

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

Benefits offered by this job

Hiring Bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Al Shattuck - State Farm Agent is recruiting a Financial Services Representative team member in Owosso, MI to market financial products and educate customers on options. You will apply a consultative approach to manage risks and opportunities, driving business growth.

The role emphasizes sales-minded financial guidance, analytical precision, and a commitment to customer service within a local State Farm agency.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or 7 license preferred.
• Previous 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

FINRA licenses

Finance/insurance exp

Communication skills

Analytical skills

Job description

Al Shattuck - State Farm Agent is recruiting a Financial Services Representative team member in Owosso, MI to market financial products and educate customers on options. You will apply a consultative approach to manage risks and opportunities, driving business growth.

The role emphasizes sales-minded financial guidance, analytical precision, and a commitment to customer service within a local State Farm agency.