Financial Services Representative - State Farm Agent Team Member

Adam Deel - State Farm Agent; Columbus (OH); On-site; USD 40,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Paid time off

Parental leave

Training & development

Opportunity for advancement

Free food & snacks

Company parties

Job summary

Adam Deel is a State Farm agent in Columbus, Ohio, seeking a motivated Financial Services Representative to work with clients on insurance and investment solutions, build lasting relationships, and develop personalized plans.

The role includes comprehensive training, mentorship, and a pathway to leadership. Compensation features base pay of 40,000–60,000 with uncapped commissions and potential to exceed six figures.

Qualifications

• Based in Columbus, Ohio office
• Strong communication including written, verbal, active listening
• Highly organized with keen attention to detail
• Proven ability to build client rapport
• Team player with leadership capabilities
• Thrives in a fast-paced environment
• Willingness to obtain P&C license
• Willingness to obtain Life and Health licenses
• Willingness to obtain FINRA Series 7 & 63 licenses

Responsibilities

• Educate clients on insurance options and solutions
• Generate leads, schedule appointments, assess needs
• Collaborate with agent to meet agency objectives

Skills

Communication skills

Organized

Client rapport

Team leadership

License readiness

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

Position Overview of the Financial Services Representative

I am a local State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. If you enjoy working closely with people and are passionate about helping clients achieve their financial goals and secure their futures, this role is an excellent opportunity for you. As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized financial solutions. You’ll gain valuable experience in client relationship management, financial planning, and sales within a supportive and collaborative environment. By joining our team, you’ll receive comprehensive training and mentorship from an experienced agent to build your industry knowledge and develop your skills. This position offers a pathway to grow your career in the financial services industry, with the potential to advance toward leadership roles or even become a State Farm agent.

Our Agency

Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you!

Responsibilities of the Financial Services Representative

• Utilize a customer-centric, needs-based approach to educate clients on insurance options and solutions.
• Generate leads, schedule appointments, and assess customer needs to effectively promote suitable products and services.
• Collaborate with the agent to set and achieve targeted agency objectives.

Qualifications for the Financial Services Representative

• In-person position based at our office in Columbus, Ohio
• Strong communication skills, including written, verbal, and active listening
• Highly organized with keen attention to detail
• Proven ability to build client rapport and foster lasting relationships
• Effective team player with leadership capabilities
• Thrives in a fast-paced work environment
• Willingness and ability to obtain Property and Casualty License
• Willingness and ability to obtain Life and Health License
• Willingness and ability to obtain FINRA Series 7 and 63 Licenses

Compensation for the Financial Services Representative

• Base pay $40,000 - $60,000
• Uncapped commission structure
• Our top earners make over $100,000 annually
• Receive bonuses based on performance and agency goals

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process.