Financial Services Representative - State Farm Agent Team Member

Weston Leake - State Farm Agent; Arvada (CO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Weston Leake - State Farm Agent in Arvada, Colorado, seeks an experienced financial services professional to provide expert guidance to clients on financial planning, life and health insurance, and protection strategies. You will develop strong customer relationships while advising on personalized solutions for their financial needs.

This role requires an Active Life & Health license and exceptional communication skills. Benefits include competitive salary, health insurance, and opportunities for advancement. Join us to help clients secure their financial futures!

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.

Responsibilities

• Consult customers on financial planning and investment options.
• Assist with portfolio management and risk management strategies.
• Conduct financial reviews and recommend product solutions.

Skills

Communication skills

Analytical skills

Customer focus

Education

Active Life & Health license

FINRA Series 7 and 63 licenses

Job description

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Train and mentor team members on customer needs analysis and sales conversations

Preferred Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 7 and 63 licenses preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.