Financial Services Representative - State Farm Agent Team Member

Steve Womack - State Farm Agent; Memphis (TN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Training & development

Paid time off

Opportunity for advancement

Job summary

Steve Womack - State Farm Agent in Memphis seeks a Financial Services Representative to guide clients in making smart financial decisions. You will build relationships and offer solutions that making a real difference.

The ideal candidate has over 3 years of experience in financial services and is motivated by growth and long-term career stability. Competitive salary and clear pathways for advancement are offered.

Qualifications

• 3+ years of experience in financial services, insurance, or investments.
• Strong consultative sales and relationship-building skills.
• FINRA Series 7 and 63 preferred or willingness to obtain.

Responsibilities

• Conduct comprehensive financial reviews and needs-based consultations.
• Educate clients on investment, retirement, and risk management strategies.
• Build and maintain long-term client relationships that drive retention and growth.

Skills

Consultative sales skills

Relationship-building

Financial knowledge

Goal-driven mindset

Job description

Benefits

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

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

• 3+ years of 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 7 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

Apply Today

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