Financial Services Representative - State Farm Agent Team Member
Full Time • Bartlett, TN
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Training & development
- Tuition assistance
Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent
Are you a motivated and customer-focused professional with 3+ years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where you’ll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals.
In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions.
What You’ll Do:
- Consult with customers on comprehensive financial planning and investment options to meet their unique goals.
- Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives.
- Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth.
- Collaborate with the Agent to develop effective strategies for financial planning meetings.
- Ensure all activities comply with financial regulations and industry standards.
What We’re Looking For:
- 3+ years of experience in financial services, demonstrating your expertise and commitment to client success.
- Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred.
- Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently.
- A genuine passion for helping others protect their financial future and achieve peace of mind.
If you’re ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!
Compensation: $70,000.00 - $100,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to make an impact, see immediate success, we could be the place for you!
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
Apply now and let us put you on the path to success.
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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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none