State Farm Financial Service Representative

Tom Pelham - State Farm Insurance Agent; Ann Arbor (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Birthday Off

Evenings Off

Mentorship with an established Agent

Leads provided

All Leads are warm leads

Job summary

Tom Pelham - State Farm Insurance Agent in Ann Arbor seeks a Financial Service Representative to listen to neighbors, assess goals, and guide them to the right coverage for their future. You engage with clients, explain options, and help build lasting relationships in a community-focused environment.

The role emphasizes licensed, knowledgeable sales support, teamwork, and ongoing training while maintaining high standards of service and a positive attitude.

Qualifications

• Active Michigan Property & Casualty license or able to obtain.
• Active Michigan Life & Health license or able to obtain.
• Securities licensing.
• Previous experience in sales, customer service, or financial services.
• Excellent verbal communication and rapport-building skills.
• Bachelor's degree or equivalent work experience preferred.

Responsibilities

• Help local families identify the right insurance and financial products.
• Engage with clients through phone calls, emails, and face-to-face visits at our Ann Arbor office.
• Analyze client situations and suggest personalized plans.
• Process new business applications and maintain client records.
• Stay up to date on State Farm products and internal tools to provide accurate information.
• Collaborate with office staff to reach goals and maintain service quality.

Skills

Sales experience

Customer service

Verbal communication

Computer skills

Education

Bachelor's degree or equivalent experience

Job description

Job Description

At Tom Pelham's State Farm agency, we believe that insurance is about more than just paperwork; it is about looking out for our neighbors in Ann Arbor. We have spent years building a reputation based on trust, kindness, and genuine care. When you join our office, you aren't just filling a seat; you are becoming a key member of a group that truly values your perspective and contribution. We are looking for a Financial Service Representative who wants to do meaningful work that impacts lives. You will spend your days listening to people, understanding their unique goals, and helping them find the right coverage to safeguard their future. If you appreciate a workplace where people smile, support one another, and take pride in helping our community grow, you will feel right at home here. We are excited to meet someone who brings a positive attitude and a passion for helping others succeed.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Birthday Off
• Evenings Off
• Dedicated Sales Trainer
• Mentorship with an established Agent
• Leads provided
• All Leads are warm leads
• Offers Appreciation lunches
• Weekly and Daily Team Meetings
• Team Building Events
• Home and Work Life Balance
• Flexible
• Additional flexible holiday time
• Retirement Plan Match
• Advancement Opportunities with State Farm Corporate
• Par Raise Opportunities
• Business Casual Attire
• Advancement Opportunities within State Farm Agency
• Professional Workspace
• We offer a multitude of products and services
• All continuing education is paid for
• Hands on training and ongoing training seminars
• Paid product training
• Community Events
• Paid Incentive Trips
• Paid Securities Licensing
• Financial Planning Training

Responsibilities

Help local families and individuals identify the right insurance and financial products to protect what matters most to them.

Engage with current and potential clients through phone calls, emails, and face-to-face visits at our Ann Arbor office.

Analyze a client’s current situation and suggest personalized plans that offer true peace of mind.

Process new business applications and maintain accurate client records to ensure everything runs smoothly.

Stay up to date on State Farm product offerings and internal tools to provide the most accurate information.

Work closely with the office staff to reach our collective goals and maintain the high level of service our community expects.

Requirements

Active Michigan Property & Casualty insurance license. Or able to obtain

Active Michigan Life & Health insurance license. Or able to obtain

Securities licensing.

Previous experience in sales, customer service, or financial services.

Strong comfort level with computers and learning new software systems.

Excellent verbal communication skills with a focus on building rapport.

Bachelor's degree or equivalent work experience preferred.

Demonstrated ability to meet goals and follow through on commitments.