Financial Services Representative - State Farm Agent Team Member

State Farm; Jamison (PA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

401(k)

Job summary

State Farm in Jamison, PA seeks a Financial Services Representative to market financial products and educate customers on options. You’ll bring a consultative, sales-minded approach and apply analytical rigor to advise clients on risk management and financial planning.

Ideal candidates have an active Life & Health license or ability to obtain quickly, plus FINRA SIE or Series 6/63/65/7 licenses, and experience in financial services or insurance.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA SIE, Series 6/63/65 or 7 license.
• Experience in financial services or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investments, and 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 suitable products.
• Maintain compliance with financial regulations.

Skills

Communication

Analytical skills

Customer-focused

Education

Active Life & Health license

FINRA SIE/Series 6/63/65 or 7 license

Job description

Benefits:

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

Role Description:

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