Financial Services Representative - State Farm Agent Team Member

Andy Manchanda - State Farm Agent; Tucson (AZ); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Life insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Andy Manchanda State Farm seeks an experienced Financial Services Representative to build trust, uncover financial needs, and confidently recommend solutions. This role focuses on consultative, production-driven client engagement and growth within a Tucson agency.

You will conduct comprehensive financial reviews, educate clients on insurance and investment options, and identify opportunities to expand financial services with current customers. Strong relationship skills are essential.

Qualifications

• 1+ year financial services sales experience.
• Willing to obtain required licenses and registrations.
• Strong analytical, communication, and relationship-building skills.
• Ability to explain financial concepts clearly.

Responsibilities

• Conduct comprehensive financial reviews and needs-based consultations.
• Educate customers on insurance, investment, retirement, and risk-management options.
• Identify opportunities within the agency’s existing customer base.
• Initiate proactive conversations with current and prospective customers.
• Collaborate with the agency team to generate new financial-services opportunities.

Skills

Analytical skills

Communication

Relationship-building

Education

SIE

Series 6

Series 63

Series 65

Job description

Benefits:

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

Turn Your Financial Experience Into a Career With Greater Impact

Andy Manchanda State Farm is seeking an experienced, relationship-driven Financial Services Representative who knows how to build trust, uncover financial needs, and confidently recommend appropriate solutions.

In this role, you will help market financial and insurance products designed to protect customers from everyday risks and support their long-term goals. Your knowledge of financial products, consultative approach, and analytical attention to detail will make you a valuable resource to customers and a strong addition to an established Tucson agency.

This is not a passive customer service position. It is a consultative, production-focused opportunity for someone who is comfortable discussing financial priorities, educating customers on their options, and asking for the business.

What You’ll Do

• Conduct comprehensive financial reviews and needs-based consultations.
• Educate customers on insurance, investment, retirement, and risk-management options.
• Help customers identify their short- and long-term financial priorities.
• Discuss portfolio-management and asset-allocation considerations within the scope of applicable licensing.
• Recommend appropriate products based on each customer’s needs, goals, and risk profile.
• Identify opportunities within the agency’s existing customer base.
• Initiate proactive conversations with current and prospective customers.
• Explain complex financial concepts in clear, customer-friendly language.
• Build lasting relationships that support retention, referrals, and agency growth.
• Maintain accurate documentation and comply with all applicable financial regulations.
• Collaborate with Andy and the agency team to generate new financial-services opportunities.
• Consistently work toward individual and agency production goals.

What We’re Looking For

• If you have verifiable 1+ year financial services sales track record and a non-compete
• Currently living in or within a reasonable commuting distance of Tucson, Arizona.
• Strong analytical, communication, and relationship-building skills.
• Experience conducting financial reviews or need-based consultations.
• Demonstrated success in consultative sales, account management, or business development.
• Confidence initiating conversations and recommending appropriate solutions.
• Ability to explain financial products in a clear and relatable way.
• Strong attention to detail, organization, and follow-through.
• A competitive, goal-oriented mindset with a desire to grow professionally and financially.
• Ability to work collaboratively while remaining accountable for individual results.

Preferred Licenses and Certifications

Candidates who already hold one or more of the following will receive strong consideration:

• Securities Industry Essentials (SIE)
• FINRA Series 6
• FINRA Series 63
• Series 65

Candidates who do not currently hold all applicable licenses must be willing and able to complete the licensing requirements established for the position. Responsibilities involving securities or investment products may only be performed after obtaining the required licenses and registrations.

Compensation and Professional Growth

• Competitive base salary plus performance-based commissions.
• Bonus opportunities tied to individual production.
• Paid training and ongoing professional development.
• Coaching and support from an experienced agency leader.
• Opportunity to expand your insurance and financial-services knowledge.
• Clear performance expectations and recognition for strong results.
• Long-term advancement opportunities within a high-performing agency.

You May Be a Strong Fit If

• If you have verifiable 1+ year financial services sales track record and a non-compete
• You enjoy helping individuals and families make informed financial decisions.
• You know how to establish trust and credibility.
• You are comfortable asking thoughtful questions and recommending solutions.
• You can balance relationship-building with production expectations.
• You want your performance to have a direct impact on your income.
• You welcome coaching while taking ownership of your results.
• You are looking for a long-term opportunity with an established Tucson agency.

Base pay of 40-55k based on experience plus commission

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employment and specific job responsibilities are contingent upon successfully completing all applicable licensing, registration, background, and compliance requirements.