Financial Services Representative – State Farm Agent Team Member

Agent Chris Jones; Franklin (TN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement

401(k) matching

Job summary

A leading insurance agency in Franklin, TN is seeking a Financial Services Representative to market financial products and educate customers on their options. The ideal candidate will possess a Bachelor’s degree and strong analytical skills, with proven experience in financial services. This full-time role offers a salary of $50,000 to $80,000 per year, along with commission and benefits, including 401(k) matching and paid time off.

Qualifications

• Ability to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.

Responsibilities

• Educate customers about insurance options.
• Establish and meet marketing goals with the agent.
• Develop leads, schedule appointments, and market products.

Skills

Strong mathematical skills

Excellent analytical skills

Effective communication skills

Exceptional customer service skills

Proficiency in Microsoft Office applications

Education

Bachelor's degree in finance, economics, accounting, or a related field

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time in Franklin, TN

ROLE DESCRIPTION

As a Financial Services Representative – State Farm Agent Team Member with Chris Jones - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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

• Use a customer‑focused, needs‑based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem‑solving skills.
• Effective communication skills.Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred.

BENEFITS

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my office
• 401(k) matching
• Paid time off

Compensation $50,000.00 - $80,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.