Growth-Focused Financial Services Associate License Path

Adamhopkins; Bakersfield (CA); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm agency in California is seeking a motivated, customer-focused professional who wants a long-term career in life and health insurance and financial services. You will grow skills through hands-on training, mentorship, and a clear path toward advanced opportunities, including leadership roles and potentially becoming an agent in the future.

Starting with protection and health insurance conversations, you will learn the fundamentals of financial planning, pursue licenses, and expand into

Qualifications

• Active Life & Health license preferred, or willingness to obtain.
• Currently hold or ability to attain FINRA securities licenses (SIE, Series 6, Series 63, and Series 65) or a ChFC designation.
• Sales, customer service, or financial services experience is helpful but not required.
• Strong communication, relationship-building, and problem-solving skills.
• Self-motivated, coachable, and eager to learn.
• Interested in long-term career growth, leadership opportunities, and potentially becoming a State Farm agent

Responsibilities

• Help customers understand and secure life and health insurance solutions that support their financial goals
• Conduct needs-based conversations to identify protection and financial planning opportunities
• Build lasting relationships through proactive outreach, annual reviews, and exceptional customer service
• Learn the fundamentals of financial services while working toward required insurance and securities licenses
• Expand into investment and broader financial planning conversations as licensing and experience grow
• Develop sales, leadership, and business management skills through ongoing coaching and mentorship
• Maintain compliance with insurance and financial industry regulations

Skills

Communication skills

Relationship-building

Problem-solving

Sales mindset

Self-motivation

Coachability

Learning agility

Education

Licenses/Designations (SIE/Series 6/63/65 or ChFC)

Job description

State Farm agency in California is seeking a motivated, customer-focused professional who wants a long-term career in life and health insurance and financial services. You will grow skills through hands-on training, mentorship, and a clear path toward advanced opportunities, including leadership roles and potentially becoming an agent in the future.

Starting with protection and health insurance conversations, you will learn the fundamentals of financial planning, pursue licenses, and expand into