Financial Services Representative - State Farm Agent Team Member

Elizabeth Marshall - State Farm Agent; Wellington (IN); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Elizabeth Marshall - State Farm Agent in Wellington, Indiana is looking for a Financial Services Representative to join our team. Ideal candidates will have a financial industry background and be dedicated to helping clients secure the proper coverage.

This role emphasizes customer relationships, conducting policy reviews, and educating clients on their insurance options. Join us for a meaningful career with a supportive team environment. We offer full-time and part-time opportunities with benefits varying accordingly.

Qualifications

• Ability to obtain Property & Casualty and Life & Health insurance licenses.
• Strong communication and relationship-building skills.
• Detail-oriented with a customer-first mindset.

Responsibilities

• Conduct policy reviews with existing customers.
• Educate clients on coverage limits and insurance needs.
• Provide tailored financial solutions to customers.
• Maintain professionalism and strong customer relationships.

Skills

Communication skills

Relationship-building

Detail-oriented

Education

Background in insurance or financial services

Job description

Benefits

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

Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.

Key Responsibilities

• Conduct policy reviews with existing customers to ensure they have proper liability coverage
• Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
• Provide tailored financial solutions based on customer needs
• Work with scheduled appointments (approximately 15 per week, booked by another team member)
• Maintain professionalism and strong customer relationships

Qualifications

• Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
• Ability to obtain both Property & Casualty and Life & Health insurance licenses.
• Strong communication and relationship-building skills.
• Detail-oriented with a customer-first mindset.

Why Join Us

• Work with an established client base—no cold calling required
• Supportive team environment with scheduled appointments
• Opportunity to make a meaningful impact on clients’ financial security
• Open to Full-Time or Part-Time (benefits will vary with PT positions)

If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!