Financial Services Representative - State Farm Agent Team Member

Al Shattuck - State Farm Insurance Agent; DeWitt (MI); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Base + Commission + Bonuses

Hiring Bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Al Shattuck - State Farm Agent in DeWitt, MI is seeking a Financial Services Representative to market financial products and educate customers on planning for retirement, protection, and risk management. You will apply a consultative approach to guidance and empower clients with informed choices.

You will build trust, generate leads, perform financial reviews, and ensure regulatory compliance while growing within a supportive agency culture that rewards performance and ongoing development.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or 7 license preferred.
• 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

Life & Health license

Communication skills

Analytical skills

Customer-focused

Job description

Our agency brings more than 12 years of State Farm experience and a strong reputation for developing future agents — with a proven track record of helping team members open their own agencies. We’re proud to offer a culture that balances high performance with fun, connection, and personal growth.

Responsive recruiter

Benefits

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

About Our Agency

Our agency brings more than 12 years of State Farm experience and a strong reputation for developing future agents — with a proven track record of helping team members open their own agencies. We’re proud to offer a culture that balances high performance with fun, connection, and personal growth. We offer quarterly bonus opportunities (think Lions games, cash, or something just for you), annual bonuses, team dinners, and quarterly bonding events like pool parties and fall festivities. Top performers can also earn paid trips both quarterly and annually, with some destinations chosen by the agency and others by the team member. We’re actively involved in our community through the Owosso Curwood Parade, Dewitt and Mason homecoming parades, and by sponsoring local sports teams — especially Mason athletics. Team members also benefit from paid continuous development with multiple coaches and training platforms. I’m a proud Ferris State University alum and former football player, and my military background has shaped a team environment that values grit, teamwork, and growth. If you’re hungry to learn, ready to compete, and excited to be part of something bigger, this could be the perfect fit for you.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Al Shattuck - 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)
• FINRA Series 6/63/65 or 7 license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation $120,000.00 - $130,000.00 per year