Financial Services Representative - State Farm Agent Team Member

State Farm

Memphis, Northern (TN, KY)

Hybrid

USD 80,000 - 110,000

Full time

3 days ago
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Benefits offered by this job

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

Job summary

State Farm in Memphis, TN is seeking a Financial Services Representative to help individuals and families make smart financial decisions, from investments to risk management. You'll build relationships, uncover needs, and confidently recommend solutions that translate into real earnings and career growth.

This is a structured environment with performance-based rewards. Join a top-performing agency with strong leadership and a clear path for advancement, supported by comprehensive benefits and

Qualifications

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

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
Goal-driven mindset

Job description

Full Time in Memphis - TN

  • 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
  • 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 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

Financial Services Representative - State Farm Agent Team Member

Full Time in Memphis - TN

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none

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