Financial Services Representative - State Farm Agent Team Member

Brad Linnell - State Farm Agent; Napa (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Job summary

Brad Linnell - State Farm Agent in Napa, CA seeks a client-focused Financial Planner to support existing households and build new client relationships. The role blends relationship-building, marketing, insurance offerings, and financial planning to help customers manage everyday risks.

You will market financial products, provide personalized planning, conduct reviews, and guide asset allocation, while ensuring compliance with financial regulations and delivering excellent service.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses required.
• Life & Health licenses required.

Responsibilities

• Market to and strengthen relationships with existing customer households.
• Conduct outreach and marketing to prospective clients outside the current book of business.
• Discuss and offer suitable life insurance and health products.
• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

ROLE DESCRIPTION:

We’re looking for a client-focused Financial Planner to support existing customer households and develop new client relationships. This role combines relationship-building, marketing, insurance product offerings, and financial planning. You will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Market to and strengthen relationships with existing customer households.
• Conduct outreach and marketing to prospective clients outside the current book of business.
• Discuss and offer suitable life insurance and health products.
• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses required
• Life & Health licenses required

All licenses must be valid for practice in Oregon.