Financial Services Representative - State Farm Agent Team Member
Full Time • Memphis, TN
Responsive recruiter
Replies within 24 hours
Benefits:
- Incentive Based Bonus
- 401(k)
- 401(k) matching
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Overview
As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success.
Key Responsibilities:
Key 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.
Required Qualifications:
- 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.
Compensation: $80,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Memphis, TN and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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