Financial Services Representative - State Farm Agent Team Member

James Baker - State Farm Agent; Williamsburg (KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Salary plus commission/bonus structure

Flexible schedule

Health insurance stipend

Simple IRA with employer matching

Paid time off

Training and development

Opportunities for advancement

Job summary

James Baker - State Farm Agent in Williamsburg, Kentucky is looking for an outgoing individual to join their team. This role involves generating new business, conducting needs-based consultations, and educating customers on insurance and financial services.

The ideal candidate will be self-motivated with excellent communication skills and a customer-focused approach. Benefits include license reimbursement, health insurance stipend, and opportunities for advancement. Candidates with or willing to obtain the necessary licenses are encouraged to apply.

Qualifications

• Interest in sales, marketing, or financial services.
• Excellent verbal and written communication skills.
• Strong organizational and time-management skills.

Responsibilities

• Generate new business through calls and networking.
• Schedule appointments and conduct consultations.
• Educate customers on insurance options.
• Prepare quotes and close new business.

Skills

Excellent communication skills

Customer-focused mindset

Self-motivated

Organizational skills

Detail-oriented

Proactive problem-solving

Education

Property & Casualty and/or Life & Health license

Job description

Position Overview

Are you outgoing, motivated, and customer-focused? Do you enjoy helping individuals and families protect what matters most? If so, a career with a James Baker State Farm Agency may be the right opportunity for you.

Our team focuses on providing personalized insurance and financial solutions to individuals, families, and small businesses. This role offers strong income potential, professional development, and the opportunity to build a long-term career in the insurance and financial services industry.

Responsibilities

• Generate new business through outbound calls, networking, referrals, and community engagement
• Schedule appointments and conduct needs-based consultations
• Educate customers on insurance and financial service options
• Prepare quotes and close new business opportunities
• Develop and maintain strong customer relationships
• Follow up with existing clients to ensure satisfaction and identify cross-sell opportunities
• Maintain accurate customer records and activity tracking
• Meet or exceed monthly production and performance goals

Benefits

• License reimbursement
• Salary plus commission/bonus structure
• Flexible schedule
• Health insurance stipend
• Simple IRA with employer matching contributions
• Paid time off
• Training and development
• Opportunities for advancement

Qualifications & Requirements

• Interest in sales, marketing, or financial services
• Excellent communication skills (written, verbal, and listening)
• Customer-focused and relationship-driven mindset
• Self-motivated, goal-oriented, and results-driven
• Strong organizational and time-management skills
• Detail-oriented with proactive problem-solving ability
• Comfortable using computers and learning new systems
• Ability to work independently and as part of a team
• Property & Casualty and/or Life & Health license preferred (or willingness to obtain)

Growth Opportunity

This position offers long-term career potential within the agency, including increased earning opportunities, leadership development, and advancement into senior sales or management roles.

This position is with a State Farm independent contractor agent, not State Farm Insurance Companies. Employees must successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees, and their employees are not employees of State Farm Insurance Companies.