Financial Services Representative - State Farm Agent Team Member

Jason Carr - State Farm; Pennsylvania; On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

401(k)

Job summary

Jason Carr - State Farm Agent is hiring a Financial Services Representative in Jamison, PA. This full-time role focuses on marketing financial products to manage everyday risks and educating customers on their options.

The position requires life and health licensing (or ability to obtain quickly), plus FINRA SIE or higher licenses. You will identify needs, present tailored insurance solutions, generate leads, and ensure regulatory compliance while delivering exceptional service.

Qualifications

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

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.

Skills

Life & Health License

FINRA SIE/Series

Sales Experience

Communication Skills

Analytical Skills

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time in Jamison, PA

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Jason Carr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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

• 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 SIE, Series 6/63/65 or 7 license.
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer‑focused demeanor

Compensation

Compensation $50,000.00 - $125,000.00 per year