Financial Services Representative - State Farm Agent Team Member

Dave Osborne - State Farm Agent; Northwood (IA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Dave Osborne - State Farm Agent is seeking a motivated Financial Services & Life Insurance Representative to grow life insurance and financial services offerings while building a team. The role emphasizes helping clients protect their families and plan for the future, with leadership opportunities as performance expands.

You will lead client conversations, provide tailored solutions, develop new business, and collaborate with the agency team across Iowa, Minnesota and Nebraska.

Qualifications

• Sincere commitment to improving clients’ lives.
• Strong communication, listening and relationship-building skills.
• Initiative to create opportunities and ask for business.
• Discipline in prospecting, follow-up and organization.
• Comfort with measurable goals, coaching and accountability.
• Integrity and commitment to putting clients’ interests first.
• Interest in developing people and taking on leadership responsibility.

Responsibilities

• Understand what matters to clients. Lead conversations about families, financial priorities, and long-term goals.
• Provide appropriate solutions. Help clients with life insurance and financial products available through the agency, within licensing.
• Develop new business. Build relationships through existing agency clients, referrals, community connections, and prospecting.
• Own your results. Manage appointments, follow-up, applications, and client relationships while meeting activity and production goals.
• Work across the agency. Partner with sales and service teams to connect clients with resources throughout Iowa, Minnesota and Nebraska.
• Build lasting relationships. Stay engaged as clients’ needs change and help them revisit priorities.
• Help shape the division. Develop repeatable processes that support client service and growth.

Skills

Communication skills

Listening skills

Relationship-building

Prospecting

Follow-up

Organization

Integrity

Leadership

Education

SIE

Series 6/63/65

Insurance licensing

Job description

Benefits:

• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule

Our mission

To impact and improve the lives of our clients.

We believe every conversation is an opportunity to help someone protect their family, prepare for the future, and move closer to their goals.

Our established State Farm agency is seeking a motivated Financial Services & Life Insurance Representative who combines a heart for helping people with the drive to build a successful business.

This role offers the opportunity to grow our life insurance and financial services business—and, through demonstrated results and leadership, help build and lead a dedicated team.

What you’ll do

• Understand what matters to clients. Lead conversations about their families, financial priorities, and long-term goals.
• Provide appropriate solutions. Help clients with life insurance and the financial products and services available through our agency, within your licensing and authorization.
• Develop new business. Build relationships through existing agency clients, referrals, community connections, and your own prospecting.
• Own your results. Manage appointments, follow-up, applications, and client relationships while meeting agreed-upon activity and production goals.
• Work across the agency. Partner with our sales and service teams to connect clients with the right resources throughout Iowa, Minnesota and Nebraska.
• Build lasting relationships. Stay engaged as clients’ needs change and help them revisit their priorities.
• Help shape the division. Develop repeatable processes that support excellent client service and consistent growth.

Your opportunity to grow

We are looking for someone who wants to become a strong producer and grow into a leadership role.

As you demonstrate consistent production, sound judgment, and the ability to develop others, your responsibilities may expand to include:

• Helping recruit and onboard additional representatives.
• Coaching team members on client conversations and business development.
• Establishing team goals and accountability.
• Leading the growth of our financial services and life insurance team.

Advancement will depend on performance, leadership readiness, and business growth.

What we’re looking for

• A sincere commitment to improving clients’ lives.
• Strong communication, listening, and relationship-building skills.
• The initiative to create opportunities and ask for business.
• Discipline in prospecting, follow-up, and organization.
• Comfort with measurable goals, coaching, and accountability.
• Integrity and a commitment to putting clients’ interests first.
• Interest in developing people and taking on leadership responsibility.Successful life insurance or financial services sales experience preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Appropriate insurance licenses and any required securities registrations must be in place before performing the related activities.

Why join our agency?

You’ll have the opportunity to build relationships within an established agency, collaborate with experienced sales and service professionals, and help shape a growing part of our business.

We value hard work, personal ownership, continuous improvement, and results that make a meaningful difference for clients.

Flexible work from home options available.