Financial Services Representative - State Farm Agent Team Member

Burchboehner; San Jose (CA); On-site; USD 52,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services team is seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The expected income is $75,000–$95,000 as base salary plus commission. The team values integrity and offers benefits like 401(k) matching, health insurance, and opportunities for advancement.

Qualifications

• Experience in retail sales with placing IRAs, 529 plans, or similar products.
• Securities Industry Essentials (SIE) license required.
• Strong interpersonal and communication skills are essential.

Responsibilities

• Conduct comprehensive financial reviews with existing clients.
• Prospect new business through financial conversations.
• Manage and support new and existing clients’ financial portfolios.
• Collaborate with the financial team to maintain a professional work environment.
• Stay current on financial products and industry regulations.

Skills

Retail sales experience

Interpersonal and communication skills

Securities Industry Essentials (SIE) license

Series 6 license

Series 63 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in San Jose, CA 95128 — In-office

About Me

Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.

Position Overview

I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship‑building skills.

Key Responsibilities

• Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
• Prospect new business through financial conversations and relationship‑building
• Manage and support new and existing clients’ financial portfolios
• Collaborate with the financial team to maintain a professional and enjoyable work environment
• Utilize financial discussions to prospect, retain, and grow the client base
• Stay current on financial products and industry regulations
• Ensure compliance with licensing requirements and company policies

Required Qualifications

• Securities Industry Essentials (SIE) license
• Series 6 and Series 63 licenses
• Experience in retail sales with clients placing IRAs, 529 plans, or similar products
• Strong interpersonal and communication skills
• Ability to work effectively in an in-office, client-facing setting

Preferred Qualifications

• Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
• Licensing and training for P/C and L/H insurance will be provided
• Starting minimum base salary (dependent on experience) $52,000
• Expected annual income (base + commission + bonus) $75,000–$95,000*
• Additional income potential based on ability to increase sales across all product lines

Benefits

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Our Core Values

• Integrity
• Mutual Respect
• Transparency
• Compassion
• Accountability
• Exceptional Customer Interaction
• Commitment to Work Together

Compensation

Starting minimum base salary: $52,000 (dependent on experience). Expected annual income (base + commission + bonus): $75,000–$95,000. Additional income potential based on ability to increase sales across all product lines.

Employment Status

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.