Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Owosso (MI); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Hiring Bonus

401(k)

Health insurance

Paid time off

Training & development

Flexible schedule

Opportunity for advancement

Job summary

State Farm Agent in Owosso, Michigan is looking for a Financial Services Representative to market financial products and educate customers on financial options. The role requires strong communication and analytical skills.

Responsibilities include consulting on financial planning, identifying needs, and maintaining compliance. Compensation is between $120,000.00 to $130,000.00 per year, with various benefits including a hiring bonus, 401(k), and health insurance.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• Experience in financial services and/or insurance preferred.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Benefits

• Hiring Bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Al Shattuck - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-mind 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

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or 7 license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation

$120,000.00 - $130,000.00 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 employment decisions regarding their employees.