Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Memphis (TN); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Relocation bonus

Training & development

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Job summary

State Farm agents are independent contractors who hire their own employees. This role with Steve Womack State Farm in Memphis focuses on helping individuals and families make smart financial decisions through consultative guidance on products that protect their future, build wealth, and manage risk.

This is an active role built on relationship development, needs discovery, and recommending solutions that drive real impact and earnings potential within a structured, growth-focused environment.

Qualifications

• Experience in financial services, insurance, or investments.
• Strong consultative sales and relationship-building skills.
• FINRA Series 6 and 63 preferred (or willingness to obtain).
• Life & Health license preferred (or willingness to obtain).

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.
• Partner with the agency team to generate new financial services opportunities.

Skills

Experience in financial services

Insurance experience

Investments

Education

FINRA Series 6 and 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.

Responsive recruiter

Replies within 24 hours

Benefits

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

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.

If you’re experienced in financial services and want a structured environment where your expertise actually translates into earnings and impact, this is where you grow.

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 requirementsBuild 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

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

Compensation: $80,000.00 - $110,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Memphis, TN And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.