Financial Services Representative - State Farm Agent Team Member

Insuringsiouxfalls; Sioux Falls (SD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Performance-based bonus

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local insurance agency in Sioux Falls is looking for a Financial Services Representative to manage customer relationships and provide financial planning advice. Ideal candidates will have a strong customer-focused demeanor, necessary licenses, and prior experience in finance or insurance. This full-time position offers a competitive salary and a range of benefits including bonuses based on performance.

Qualifications

• Active Life/Health and Series 6/63/65 or 7 licenses required.
• Previous experience in financial services and/or insurance is preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Consult customers on financial planning, investment options, and insurance coverage.
• Assist with portfolio management, asset allocation, and risk management.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life/Health and Series 6/63/65 or 7 licenses

Experience in financial services or insurance

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Sioux Falls, SD

Benefits

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

Position Overview

Are you an experienced 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

Preferred Qualifications

• Active Life/Health and Series 6/63/65 or 7 licenses.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Compensation $50,000.00 - $75,000.00 per year

Apply Now

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.

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