Financial Services Representative - State Farm Agent Team Member

Stevewomackagency; Memphis (TN); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Relocation bonus

401(k)

401(k) matching

Bonus based on performance

Training & development

Company parties

Competitive salary

Competitive base salary + commissions

Job summary

Steve Womack State Farm is seeking a Financial Services Representative to help individuals and families make informed financial decisions, protect their futures, and build lasting wealth.

This full-time role in Memphis emphasizes consultative sales, relationship building, and compliance, with opportunities for advancement and a strong income potential through base salary and performance-based bonuses.

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

Consultative sales

Relationship-building

Financial services

Series 6 & 63 preferred

Life & Health license preferred

Goal-driven

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Memphis - TN

Replies within 24 hours

• Opportunity for advancement
• Paid time off
• Relocation bonus
• 401(k)
• 401(k) matching
• Bonus based on performance

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 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

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

APPLY TODAY

We review every application within 48 hours because your time matters.

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

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 employmentdecisions regarding their employees.