Financial Services Representative - State Farm Agent Team Member

Jeremy Senn - State Farm Agent; Chanhassen (MN); On-site; USD 45,000 - 65,000; 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

Dental insurance

Flexible schedule

Job summary

Jeremy Senn - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on insurance and investment options. You will apply a consultative approach, demonstrate analytical precision, and support the team with compliant financial reviews.

The successful candidate will hold Life & Health license and securities licenses, with a proven ability to identify needs, generate leads, and deliver tailored solutions in a customer‑focused manner.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• SIE and Series 6/63/65 or 7 licenses required.
• 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

Sales experience

Communication skills

Analytical skills

Customer-focused

Education

Active Life & Health license

SIE / Series 6/63/65 or 7 licenses

Experience in financial services or insurance

Job description

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Jeremy Senn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales‑minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• SIE, Series 6/63/65 or 7 license required
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer‑focused demeanor