Financial Services Representative - State Farm Agent Team Member

Evan Brown - State Farm Agent; Lubbock (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Job summary

Evan Brown - State Farm Agent is hiring a Financial Services Representative to help customers protect their assets today and plan for their financial future. This sales-focused role emphasizes building relationships, having meaningful financial conversations, and guiding customers toward appropriate insurance and financial-services solutions.

You will work with existing customers and new prospects to identify financial needs, educate on Roth IRAs, brokerage and advisory services, and various

Qualifications

• Active insurance and securities licensing preferred.
• SIE and FINRA registrations preferred.
• Life/Health license preferred.
• Experience in financial-services or consultative sales preferred.

Responsibilities

• Develop new financial-services business through existing relationships and referrals.
• Conduct financial conversations to understand goals, needs, time horizons, and risk tolerance.
• Educate customers on Roth IRAs, brokerage products, advisory services, 529 plans, VUL, life and disability insurance.
• Build long-term relationships through follow-up and pipeline management.
• Meet sales and production goals while maintaining compliant documentation.

Skills

Sales

Relationship-building

Financial conversations

Communication

Prospecting

Closing

Organizational skills

Ethical conduct

Education

SIE/FINRA

Series 6/63/65

Insurance license

Tools

CRM software

Job description

Benefits

• Health insurance
• Paid time off
• 401(k) matching

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Evan Brown - State Farm Agent, you will help customers protect what they have today while planning for their financial future.

This is a sales-focused position for someone who enjoys building relationships, having meaningful financial conversations, and helping customers take action toward their goals. You will work with both existing customers and new prospects to identify financial needs and provide appropriate insurance and financial-services solutions.

The ideal candidate is motivated, competitive, comfortable discussing money and financial goals, and capable of turning customer conversations into long-term relationships and new business.

RESPONSIBILITIES

• Develop new financial-services business through existing customer relationships, referrals, prospecting, and scheduled appointments.
• Conduct financial conversations to understand customers' goals, needs, time horizons, and risk tolerance.
• Educate customers on available financial and protection solutions, including:
  • Roth IRAs
  • Brokerage products
  • Advisory services
  • 529 college savings plans
  • Variable Universal Life (VUL) insurance
  • Life insurance
  • Short-term disability insurance
• Help customers understand investment and insurance concepts in clear, simple language.
• Identify opportunities to deepen existing customer relationships by addressing additional financial and protection needs.
• Conduct follow-up appointments and maintain an organized sales pipeline.
• Build long-term customer relationships through consistent follow-up and ongoing financial conversations.
• Meet established sales and production goals.
• Maintain accurate documentation and follow all applicable State Farm, securities, insurance, and regulatory requirements.

QUALIFICATIONS

• Active insurance and securities licensing appropriate for the position strongly preferred.
• SIE and applicable FINRA/NASAA registrations, including Series 6, 63, and/or 65, preferred.
• Life and Health Insurance license preferred.
• Previous financial-services, investment, insurance, banking, or consultative sales experience preferred.
• Strong sales, communication, and relationship-building skills.
• Comfortable prospecting, asking for appointments, discussing financial needs, and closing business.
• Ability to explain complex financial concepts in a simple and understandable way.
• Self-motivated and comfortable working toward measurable production goals.
• Strong organizational skills with consistent follow-up and attention to detail.
• Commitment to conducting business ethically and within all applicable compliance requirements.

WHAT WE'RE LOOKING FOR

We are looking for more than someone who understands financial products. We want someone who enjoys selling, building relationships, and helping people make financial decisions.

You should be comfortable sitting across from a customer, asking good questions, listening to what matters to them, identifying opportunities, and confidently helping them take the next step.

If you are driven by goals, enjoy developing new business, and want the opportunity to build a financial-services career within a growing State Farm agency, we would like to meet you.