Financial Services Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 2 months ago

Financial Services Representative - State Farm Agent Team Member

positionMemphis, TN
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$80K/yr - $100K/yr
date2+ years exp

State Farm Agent is seeking a Financial Services Specialist to grow and service their client base. The role involves prospecting and selling a comprehensive portfolio of financial products, including life insurance and investment planning services, while building strong client relationships.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Provide personalized financial planning and guidance across insurance, investment, and retirement products
Build and maintain strong client relationships through proactive communication and exceptional service
Develop new business opportunities through prospecting and needs-based selling
Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning
Collaborate with the career agent to execute business plans and deliver an outstanding client experience
Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively

Qualification

Prospecting skillsSecurities licensesLife & Health LicenseRelationship-building skillsFinancial services experienceCommunication skillsInterpersonal skillsSelf-motivatedTeamwork

Required

Strong prospecting and relationship-building skills
Excellent communication and interpersonal skills
Self-motivated with a goal-oriented mindset
Ability to work independently and as part of a team
Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses
Active Life & Health License
Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

Benefits

Incentive Based Bonus
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
dateFounded in 1922
location
Bloomington, Illinois, USA
people-size10001+ employees
web-link
https://www.statefarm.com/

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Recent News

Beinsure - Insurance, Reinsurance, InsurTech Insights
State Farm faces probes over California wildfire claims delays
2026-01-14
EIN Presswire
Insurance Expert Jim Cornwell of Tampa, FL, Explains the Value of Working with an Insurance Agent in HelloNation
2026-01-13
The Business Journal
Fewer than a dozen homes have been rebuilt a year after being burned down in LA-area wildfires
2026-01-09
Company data provided by crunchbase