Financial Services Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 1 month ago

Financial Services Representative - State Farm Agent Team Member

positionNewtown, PA
timeFull-time
remoteOnsite
seniorityMid Level
money$60K/yr - $80K/yr
date3+ years exp

State Farm Agent is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. The role involves leveraging financial expertise to educate clients and provide tailored solutions while adhering to compliance and ethical standards.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies
Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines

Qualification

Life & Health licenseFINRA Series 6FINRA Series 63FINRA Series 65Financial product salesInvestment planningAnalytical skillsConsultative approachCommunication skillsRelationship building

Required

A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financial services, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth

Preferred

FINRA Series 6, 63, and 65 strongly preferred

Benefits

401(k) matching
Bonus based on performance
Competitive salary
Health insurance
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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Company data provided by crunchbase