Financial Services Representative - State Farm Agent Team Member

Adamhopkins; Bakersfield (CA); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm agency in California is seeking a motivated, customer-focused professional who wants a long-term career in life and health insurance and financial services. You will grow skills through hands-on training, mentorship, and a clear path toward advanced opportunities, including leadership roles and potentially becoming an agent in the future.

Starting with protection and health insurance conversations, you will learn the fundamentals of financial planning, pursue licenses, and expand into

Qualifications

• Active Life & Health license preferred, or willingness to obtain.
• Currently hold or ability to attain FINRA securities licenses (SIE, Series 6, Series 63, and Series 65) or a ChFC designation.
• Sales, customer service, or financial services experience is helpful but not required.
• Strong communication, relationship-building, and problem-solving skills.
• Self-motivated, coachable, and eager to learn.
• Interested in long-term career growth, leadership opportunities, and potentially becoming a State Farm agent

Responsibilities

• Help customers understand and secure life and health insurance solutions that support their financial goals
• Conduct needs-based conversations to identify protection and financial planning opportunities
• Build lasting relationships through proactive outreach, annual reviews, and exceptional customer service
• Learn the fundamentals of financial services while working toward required insurance and securities licenses
• Expand into investment and broader financial planning conversations as licensing and experience grow
• Develop sales, leadership, and business management skills through ongoing coaching and mentorship
• Maintain compliance with insurance and financial industry regulations

Skills

Communication skills

Relationship-building

Problem-solving

Sales mindset

Self-motivation

Coachability

Learning agility

Education

Licenses/Designations (SIE/Series 6/63/65 or ChFC)

Job description

Benefits:

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

Position Overview:

Are you looking for more than just a job? Do you want a career with unlimited growth potential and the opportunity to build a future in financial services, insurance, and leadership?

Our State Farm agency is seeking a motivated, customer-focused professional who is excited to grow. This role is designed for someone who wants to develop expertise in life insurance, health insurance, and financial services while gaining the skills and experience needed to pursue advanced opportunities - including becoming a financial services specialist, or even a State Farm agent in the future.

You’ll begin by helping customers protect what matters most through life and health insurance solutions while learning the fundamentals of financial planning. As you grow, you’ll have the opportunity to earn securities licenses, expand into investment conversations, and develop the business, leadership, and relationship-building skills needed for long-term success.

Key Responsibilities:

• Help customers understand and secure life and health insurance solutions that support their financial goals
• Conduct needs-based conversations to identify protection and financial planning opportunities
• Build lasting relationships through proactive outreach, annual reviews, and exceptional customer service
• Learn the fundamentals of financial services while working toward required insurance and securities licenses
• Expand into investment and broader financial planning conversations as licensing and experience grow
• Develop sales, leadership, and business management skills through ongoing coaching and mentorship
• Maintain compliance with insurance and financial industry regulations

Preferred Qualifications:

• Active Life & Health license preferred, or willingness to obtain
• Currently hold or ability to attain FINRA securities licenses (SIE, Series 6, Series 63, and Series 65 or ChFC designation)
• Sales, customer service, or financial services experience is helpful but not required
• Strong communication, relationship-building, and problem-solving skills
• Self-motivated, coachable, and eager to learn
• Interested in long-term career growth, leadership opportunities, and potentially becoming a State Farm agent

Why Join Our Agency?

This is more than an entry-level financial services position - it's an opportunity to build a long-term career. You'll receive hands-on training, mentorship, and support as you develop professionally, with opportunities to grow into financial services, agency leadership, or even agency ownership.