Financial Services Representative - State Farm Agent Team Member

Devin Graham - State Farm Agent; Traverse City (MI); On-site; USD 40,000 - 58,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Devin Graham - State Farm Agent is seeking a Financial Services Representative team member in Traverse City, MI. You will market financial products, educate customers on options, and support the agency with sales-driven, consultative approaches.

The role emphasizes licensing, regulatory compliance, and proactive lead generation to grow the customer base while delivering excellent service and policy reviews.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 or SIE license is required.
• Prior experience in financial services or insurance is preferred.

Responsibilities

• Consult customers on financial planning, investments, and insurance.
• Identify customer needs and present tailored solutions.
• Generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Life & Health license

FINRA licenses

Financial services experience

Communication skills

Customer-focused

Job description

Benefits:

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

ROLE DESCRIPTION:

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