Financial Services Representative - State Farm Agent Team Member

Rickasmith; Indianapolis (IN); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Rick Smith - State Farm Agent is seeking a Financial Services Representative to join our team. You will market financial products, educate customers on options, and build relationships in our Indianapolis-area agency. This role blends sales with advisory support to help clients manage risks and plan for the future.

Flexible work-from-home options are available. You should be coachable, organized, and customer-focused, with a valid Life & Health license or the ability to obtain quickly; FINRA

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous 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

Strong communication

Analytical skills

Customer-focused

Job description

Benefits:

• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2000 and currently lead a close-knit team of four. I’ve been with State Farm for more than 40 years, bringing decades of industry knowledge and experience to our customers and team. I’m a proud Indiana University graduate, married, and have one daughter. Outside of work, I enjoy volleyball and sports, gardening, attending concerts, and traveling.

Giving back and staying connected to others is important to me. I’m active in my church and involved with Kappa Alpha Psi Fraternity, providing opportunities to serve and stay engaged with the community.

Our agency offers health benefits, a Simple IRA retirement plan, flexible time, and a strong focus on training and professional development. We also believe in making time for life outside of work, with national holidays off and your birthday off each year.

I’m looking for someone who is energetic, outgoing, and excited to work with people. The right person is coachable, organized, adaptable, and open to learning and growing. If you’re looking for an established agency where you can learn from decades of experience while developing your own skills and career, we’d love to meet you.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Rick Smith - 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 SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Flexible work from home options available.