Financial Services Representative - State Farm Agent Team Member

Ty Teveldal - State Farm Agent; Sioux Falls (SD); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Training & development

Opportunity for advancement

Job summary

Ty Teveldal - State Farm Agent is seeking an experienced financial services professional in Sioux Falls, South Dakota. You will be responsible for guiding clients in financial planning, life and health insurance, and long-term strategies. Your ability to consult on investment options and maintain compliance is crucial for success.

The ideal candidate has strong communication and analytical skills, with a preference for those who are bilingual in Spanish. Competitive salary and benefits are included.

Qualifications

• Active Life/Health and Series 6/63/65 or 7 licenses.
• Previous experience in financial services and/or insurance.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Assist with portfolio management and risk management strategies.
• Conduct financial reviews and recommend personalized solutions.
• Maintain compliance with regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Bilingual Spanish

Job description

Benefits

• 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.
• Bilingual Spanish preferred.