Financial Services Representative - State Farm Agent Team Member

Austin Brown - State Farm Agent; Vinita (OK); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Job summary

Austin Brown - State Farm Agent in Vinita, OK is seeking a Financial Services Representative to market financial products and educate customers on options. The role emphasizes a consultative, sales-minded approach with a focus on compliance and client education.

The team values community involvement, ongoing training, and a strong client-focused culture, with opportunities for advancement and a competitive compensation package.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy and customer-focused demeanor.

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.

Skills

Life & Health license

FINRA/SIE license

Customer service

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

Our agency has been serving customers since 2012 in Vinita and expanded to Broken Arrow in 2022. Today we're proud to be recognized as one of the top agencies in the country. Our team currently includes 12 full-time team members, and as we continue to grow, we're looking to add four more.

We work hard, but we also have a lot of fun together. Our team enjoys regular team-building events like pickleball, paint parties, holiday potlucks, and Halloween celebrations. We love finding reasons to celebrate and build strong relationships within the team.

We're also very active in our communities, participating in local events such as the Wine Walk and Rooster Days in Broken Arrow, Route 66 Fest, car shows, and the world's largest Calf Fry in Vinita.

Our team members enjoy recognition events in Oklahoma City and Tulsa, along with travel bonuses in addition to their regular vacation time. We also offer health benefits, strong work-life balance, and ongoing training and development.

Our culture is energetic, supportive, and team-focused. If you're looking to grow with a high-performing agency that values professionalism, community involvement, and having fun along the way, this could be a great place to build your career.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Austin Brown - 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 or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor