Financial Services Representative - State Farm Agent Team Member

Thesamsagency; Louisville (KY); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Job summary

The State Farm Agent Team led by Lisa Sams in Louisville, KY is seeking a Financial Services Representative to market and educate customers on financial products, including life and health insurance and investment options. You will combine sales acumen with a consultative approach to protect clients’ everyday risks.

This role emphasizes adherence to regulatory standards, lead generation, and ongoing training.

Qualifications

• Active Life & Health license (required or can be obtained 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 insurance coverage.
• Identify 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

License (Life & Health)

FINRA/SIE preferred

Financial services experience

Communication skills

Customer-focused demeanor

Job description

Benefits:

• Simple IRA


• Licensing paid by agency


• Opportunity for advancement


• Paid time off


• Training & development


• Bonus based on performance


• Competitive salary


• Flexible schedule

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Lisa Sams - 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