Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Memphis (TN); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based commissions

Paid training and professional growth

Advancement opportunities

Team-driven culture

Job summary

Steve Womack State Farm seeks a Financial Services Representative to help individuals and families make smart financial decisions. You will guide clients through products that protect their future, build wealth, and manage risk with a consultative approach and relationship-building focus.

Role emphasizes prospecting, cross-selling within existing clients, and maintaining regulatory compliance while pursuing long-term career growth and high performance within a supportive team.

Qualifications

• Experience in financial services, insurance, or investments.
• Strong consultative sales and relationship-building skills.
• Proven ability to translate financial concepts into clear, client-friendly solutions.
• FINRA Series 6 and 63 preferred (or willingness to obtain).
• Life & Health license preferred (or willingness to obtain).
• Highly motivated, goal-driven, and competitive mindset.

Responsibilities

• Conduct comprehensive financial reviews and needs-based consultations
• Educate clients on investment, retirement, and risk management strategies
• Assist with portfolio management and asset allocation recommendations
• Identify cross-sell opportunities within an existing client base
• Maintain compliance with all financial and regulatory requirements
• Build and maintain long-term client relationships that drive retention and growth
• Partner with the agency team to generate new financial services opportunities

Skills

Financial services experience

Consultative sales

Relationship-building

FINRA Series 6 & 63 (preferred)

Life & Health license (preferred)

Job description

Why Join Us

Join a top-performing State Farm agency led by an industry veteran serving clients since 2005, holding advanced financial designations (ChFC®, RICP®), and backed by a strong reputation in the Memphis community. Steve Womack is known for developing professionals who want more than just a job… they want a long-term career with real income potential and growth.

Benefits

• Opportunity for advancement
• Paid time off
• Relocation bonus
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary

Role Description

As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You’ll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk. This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.

Responsibilities

• Conduct comprehensive financial reviews and needs-based consultations
• Educate clients on investment, retirement, and risk management strategies
• Assist with portfolio management and asset allocation recommendations
• Identify cross-sell opportunities within an existing client base
• Maintain compliance with all financial and regulatory requirements
• Build and maintain long-term client relationships that drive retention and growth
• Partner with the agency team to generate new financial services opportunities

Qualifications

• Experience in financial services, insurance, or investments
• Strong consultative sales and relationship‑building skills
• Proven ability to translate financial concepts into clear, client‑friendly solutions
• FINRA Series 6 and 63 preferred (or willingness to obtain)
• Life & Health license preferred (or willingness to obtain)
• Highly motivated, goal-driven, and competitive mindset

Compensation & Benefits

• Competitive base salary + performance-based commissions
• Bonus opportunities tied to production
• Paid training and ongoing professional development
• Clear path for advancement within a high-performing agency
• Supportive, team-driven culture with strong leadership
• Compensation: $80,000.00 - $110,000.00 per year

Who You Are

• You’re not just explaining products… you’re influencing decisions
• You know how to build trust quickly and keep it
• You’re driven by growth, income, and long-term career stability
• You want to be part of a respected agency where performance is recognized