Registered Representative - State Farm Agent Team Member

Matt Haaga - State Farm Agent; Germantown (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Matt Haaga - State Farm Agent is looking for an experienced financial services professional in Germantown, Tennessee. The ideal candidate will work directly with clients to offer financial planning, life and health insurance, and secure long-term investment strategies.

This role involves building strong customer relationships, conducting financial reviews, and ensuring compliance with regulations. Candidates should have an active Life & Health license and relevant experience in the financial sector.

Qualifications

• Must possess active Life & Health license.
• Experience in financial services and/or insurance roles preferred.
• Strong communication and analytical skills necessary.

Responsibilities

• Consult customers on financial planning and insurance options.
• Manage customer portfolios and provide risk management strategies.
• Conduct financial reviews and recommend solutions.

Skills

Customer relationship management

Analytical skills

Communication skills

Sales ability

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Prior experience in financial services or insurance

Job description

Benefits:

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

About Our Agency:

I opened my agency in September of 2015 after working as a State Farm team member for another agent, which gave me a strong foundation for building a high-performing, people-focused office. I’m married, born and raised in Memphis, and hold an insurance degree from the University of Georgia. Outside of work, I’m a dedicated endurance athlete which reflects the discipline, resilience, and goal-driven mindset that shape our agency.

Our office is home to two golden retrievers who proudly serve as our unofficial mascots and add to the fun, welcoming environment. Community involvement is important to us. We volunteer with local food banks and soup kitchens, support the Salvation Army and Angel Tree program, and stay active through Saint Louis Catholic Church, youth advising, peewee football coaching, and the Rotary Club.

For our team, we offer a flex four-day workweek when goals are met, additional PTO days, free snacks and drinks, team lunches, bi-monthly team outings, stress management resources, a 401k, health benefits, paid licensing, and flexibility when needed. Our culture is close-knit, energetic, and collaborative, and we’re looking for driven, competitive, future-focused self-starters who thrive in a fun environment where hard work and teamwork go hand in hand.

Position Overview:

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Active Life & Health license
• FINRA Series 6/63/65 or 7 license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.