State Farm Agent · 1 month ago
Financial Services Representative - State Farm Agent Team Member
State Farm Agent is a family-oriented agency committed to delivering customer-focused solutions in insurance and financial services. The role involves marketing financial products, consulting customers on financial planning, and maintaining compliance with regulations.
Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Consult customers with financial planning and investment options
Assist customers with portfolio management and asset allocation
Conduct financial reviews and recommend appropriate products
Maintain compliance with financial regulations
Qualification
Required
3+ years of experience in financial services preferred but not required
Analytical and communication skills are a must
Seeking Currently Licensed Applicants Only
Preferred
FINRA Series 6 and 63 licenses preferred
Life and Health license preferred
Benefits
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance
Company
State Farm Agent
At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Funding
Current Stage
Late StageRecent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
The Business Journal
2026-01-09
Company data provided by crunchbase