Financial Services Representative - State Farm Agent Team Member

Sam Tibbits State Farm; Princeton (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Sam Tibbits State Farm is seeking a customer-focused professional to consult on financial planning, life and health insurance, and long-term protection strategies. You will guide clients toward secure financial futures and engage in meaningful conversations to determine the right product mix.

Ideal candidates will have strong analytical skills, a collaborative mindset, and a passion for mentoring others, with opportunities for advancement within a supportive agency team.

Qualifications

• Experience advising on financial planning and insurance products.
• Strong communication and analytical skills.
• Active Life & Health license preferred, must be able to obtain.

Responsibilities

• Consult customers on financial planning, investments, and life/health insurance coverage.
• Assist with portfolio management, asset allocation, and risk management strategies.
• Conduct financial reviews and recommend personalized solutions; ensure regulatory compliance.

Skills

Financial planning

Portfolio management

Risk assessment

Sales conversations

Customer relationships

Job description

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview:

Are you a financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Active Life & Health license preferred, must be able to obtain
• FINRA Series 6/63/65 or SIE license preferred, must be able to obtain
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

You're ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers' lives, we'd love to hear from you.