Financial Services Representative - State Farm Agent Team Member

Bryan Jackson - State Farm Agent; Salem (IN); On-site; USD 40,000 - 68,000; Full time

Benefits offered by this job

Simple IRA

Bonus

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Bryan Jackson - State Farm Agent is seeking a Financial Services Representative to educate clients on financial products, manage risks, and provide consultative guidance within a local agency.

The role emphasizes a sales-minded, customer-focused approach while ensuring regulatory compliance and contributing to agency growth.

Qualifications

• Licensed Life & Health professional in good standing.
• FINRA license series 6/63/65 or SIE required.
• Experience in financial services or insurance preferred.

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.

Education

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Job description

Benefits:

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

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Bryan Jackson - 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
• FINRA Series 6/63/65 or SIE license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor