Financial Services Representative - State Farm Agent Team Member

Joe Hartman - State Farm Agent; Kent (OH); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Opportunities for advancement

Paid time off

Training & development

Job summary

Joe Hartman - State Farm Agent in Ohio is seeking a Financial Services Representative to join a growing agency team. You will market financial products, educate customers about options, and help protect families from everyday risks.

You will work with an experienced team, receive licensing reimbursement, PTO, holidays, and training opportunities, with no evenings or weekends, and a focus on community involvement.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 or SIE licenses preferred.
• Strong communication and analytical skills required.
• Professional, customer-focused demeanor expected.

Responsibilities

• Consult customers on financial planning, investment options, and insurance coverage.
• Identify customer needs and present tailored financial solutions.
• Proactively generate leads and follow up to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Education

Active Life & Health license

FINRA Series 6/63/65 or SIE licenses

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2026 and currently lead a growing team of four. Before becoming a State Farm agent, I worked in manufacturing and reached a point where I wanted my career to have a greater impact. I was drawn to agency ownership because of the opportunity to help people, serve families, and make a positive difference in the community around me.

Being involved locally is important to me, and our agency looks for opportunities to support and stay connected with the community we serve.'

Our agency offers a Simple IRA retirement plan, paid time off and vacation, licensing reimbursement, and paid holidays. We also offer a schedule with no evenings or weekends, along with free snacks and coffee in the office. One of the biggest advantages of joining our agency is the opportunity to learn from a highly experienced team. Our team members are willing to teach and support one another, and we provide access to a variety of training platforms and resources to help people continue developing their skills.

I’m looking for a go-getter who wants more than just a job - someone eager to take on responsibility, develop as a leader, and step into greater opportunities as the agency grows. If you’re motivated to learn, willing to take initiative, and excited about growing alongside a newer agency with an experienced team behind you, we’d love to meet you.

ROLE DESCRIPTION:

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