Financial Services Representative - State Farm Agent Team Member

Jeffhermaninsurance; Arlington (TN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Tuition assistance

Training & development

Competitive salary

Job summary

A leading insurance agency in Arlington, TN is seeking a Financial Services Representative to market tailored financial products. Candidates should have over 3 years of experience in financial services and possess relevant licenses. The role involves consulting clients on financial planning, assisting with portfolio management, and ensuring compliance with regulations. A supportive environment is offered, along with competitive compensation ranging from $70,000 to $100,000 per year.

Qualifications

• 3+ years of experience in financial services.
• Passion for helping others protect their financial future.
• Ability to analyze and present financial concepts clearly.

Responsibilities

• Consult with customers on comprehensive financial planning.
• Assist clients with portfolio management and strategies.
• Conduct financial reviews to recommend protective products.
• Collaborate with the Agent on financial planning meetings.
• Ensure compliance with financial regulations.

Skills

Client success expertise

Analytical skills

Communication of financial concepts

Education

Life and health insurance licenses

FINRA Series 65, 6, and 63 licenses

Job description

Full Time in Arlington, TN

• 401(k)
• 401(k) matching
• Bonus based on performance
• Tuition assistance

Financial Services Representative - State Farm Agent Team Member

Join Jeff Herman - State Farm Agent as a Financial Services Representative. You’ll market tailored financial products to help manage everyday risks and achieve long-term financial goals. In this dynamic role, you’ll work closely with the agent and the team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Strong communication and presentation skills will help you build lasting relationships within the community and guide clients toward confident financial decisions.

What You’ll Do

• Consult with customers on comprehensive financial planning and investment options to meet their unique goals.
• Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives.
• Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth.
• Collaborate with the Agent to develop effective strategies for financial planning meetings.
• Ensure all activities comply with financial regulations and industry standards.

What We’re Looking For

• 3+ years of experience in financial services, demonstrating your expertise and commitment to client success.
• Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred.
• Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently.
• A genuine passion for helping others protect their financial future and achieve peace of mind.

If you’re ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!

Compensation $70,000.00 - $100,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Training & development
• Tuition assistance

Compensation information is provided for context and is subject to change.

Apply Now

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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