Financial Services Representative - State Farm Agent Team Member

State Farm Agent

Indiana (PA)

On-site

USD 48,000 - 80,000

Full time

7 days ago
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Benefits offered by this job

Base salary plus uncapped commission
Existing book of clients
Wealth Academy Training and mentorship
Investment options through American &s
401(k) matching

Job summary

Kaitlin Ponce's State Farm Agency is seeking a Securities Licensed Sales Team Member to join a driven team in the Atlanta, GA area. You will provide comprehensive financial advice and planning to clients, leveraging an existing book of clients and world-class investment products to help people achieve financial confidence.

The role offers a base salary plus uncapped commission, strong mentorship through Wealth Academy, and opportunities for advancement.

Qualifications

  • 6, 63, and 65 Licenses are required or preferred.
  • 2+ years of financial services experience.
  • Proven relationship-building and advisory skills.
  • Bachelor's degree preferred.

Responsibilities

  • Provide comprehensive financial advice and planning to clients.
  • Build lasting relationships through proactive communication and trust.
  • Partner with an experienced career agent to grow your business.
  • Demonstrate sound judgment, market knowledge, and client-first integrity.

Skills

Relationship-building
Advisory skills
Communication

Education

Bachelor's degree

Tools

Licenses 6
Licenses 63
Licenses 65

Job description

Securities Licensed Sales Team Member

Responsive recruiter

Benefits
  • Opportunity for advancement
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
Securities Licensed Sales Team Member

Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.

Financial Advisor - Meaningful Career, Not Just a Job!

Join a passionate team where your financial expertise makes a real difference.

At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment products - so you can focus on what you do best: helping people achieve financial confidence.

What We Offer
  • Base salary plus uncapped commission earning potential
  • Access to existing State Farm customer households
  • Wealth Academy Training and professional mentorship
  • Investment options through American Funds and BlackRock
What You'll Do
  • Provide comprehensive financial advice and planning to clients
  • Build lasting relationships through proactive communication and trust
  • Partner with an experienced career agent to grow your business
  • Demonstrate sound judgment, market knowledge, and client-first integrity
What You'll Bring/Job Requirements
  • 6, 63, and 65 Licenses
  • 2+ years of financial services experience
  • Proven relationship-building and advisory skills
  • Bachelor's degree preferred

Join a team where your skills are valued, your growth is supported, and your work truly matters.

  • Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**

Compensation: $48,000.00 - $80,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Atlanta, GA And Help Customers With Their Insurance And Financial Services Needs, Including

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

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.

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