State Farm

Financial Services Representative - State Farm Agent Team Member

State Farm • $50K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years experience as a Financial Services Representative
  • Track record of acquiring clients and maintaining relationships
  • Energetic, self-driven with a client-focused mindset
  • Desire for professional growth in financial services
  • Familiarity with advisory and brokerage services, particularly variable products

Responsibilities

  • Deliver financial planning and advice to clients while nurturing relationships
  • Collaborate closely with a career agent to develop and execute a business plan
  • Demonstrate expertise in financial markets with client-first ethics
  • Guide clients in utilizing tools for investment management and financial coaching
  • Recruit and develop a team of junior advisors to scale the business

Benefits

  • Salary plus commission and bonuses
  • 401(k) plan
  • Performance-based bonuses
  • Competitive salary structure
  • Flexible work schedule
  • Advancement opportunities in the company
  • Paid time off
  • Training and development programs
Full Job Description
Responsive recruiter

Benefits:
  • Salary PLUS Commission/Bonuses
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development


Financial Services Representative - State Farm Agent Team MemberDarrick Earegood Agency, a highly successful, award winning and well-respected firm, is seeking an ambitious
Financial Services Representative with expertise in financial products and services. If you love working with clients but feel
stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

Job DescriptionAs a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.

Your responsibilities will include:
  • Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
  • Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
  • Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients' best
    interests at every opportunity.
  • Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
  • Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.

Qualifications

  • Minimum of 2 years of experience as a Financial Services Representative.
  • Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
  • Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
  • Eagerness to learn and grow with the financial services industry.
  • Comfortability offering Advisory services, brokerage services, and variable life and annuity products.

Requirements
  • Bachelors degree preferred.
  • Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
  • Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.


Compensation: $50,000.00 - $140,000.00 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 Cadillac, MI 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.

About State Farm

State Farm is a large group of insurance companies throughout the United States. State Farm participates in many online communities they want these to be places where people can share, discuss and discover great information and ideas. In keeping with the spirit of these communities they have a core set of guidelines for everyone to follow. These will make their State Farm online communities a place everyone can enjoy.

State Farm Careers

Joining State Farm means becoming part of a community of driven professionals dedicated to innovation and leadership in the insurance industry. As one of the leading insurance providers, State Farm offers unparalleled job opportunities and career growth prospects within a culture that values diversity and inclusion.

Work You’ll Do

At State Farm, your work will directly contribute to our mission of helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our team is at the forefront of developing innovative solutions that meet the evolving needs of our customers.

Empower Your Professional Growth

State Farm is not just about insurance; it's about fostering a culture of continuous professional development and leadership. With a variety of career paths available, the potential for growth is limitless. Whether you're looking to advance in claims handling, underwriting, marketing, or customer service, State Farm provides the training and support needed to advance your career.

Innovate with Us

Our commitment to innovation is fundamental to our success. At State Farm, you will work alongside industry experts to develop solutions that not only meet current customer needs but also anticipate future trends in the insurance industry. Our collaborative environment encourages creativity and out-of-the-box thinking to drive innovation and efficiency.

Join Our Diverse Team

Diversity and inclusion are at the heart of our company culture. State Farm believes that a diverse workforce fosters better decision-making and more effective teams. We are committed to providing diversity training and networking opportunities that enhance the skills and potential of all team members.

Internship and Employment Opportunities

State Farm offers a range of internship and employment opportunities that provide hands-on experience in the insurance industry. Our internships are designed to give you a solid foundation in your chosen field, while full-time positions offer benefits and the chance to work as part of a dynamic team.

Benefits of Working at State Farm

Choosing a career at State Farm means enjoying a competitive package of benefits that support both your professional and personal life. From health and wellness programs to retirement plans, we ensure that our team members are well taken care of.

How to Apply

Ready to take the next step in your career? Explore the open positions on our State Farm Jobs page. Tailor your resume to highlight the skills and experiences that align with the position you are interested in. Prepare for your interview by researching common questions and practicing your responses. Our hiring process is designed to identify passionate, curious, and solution-driven team players who are ready to make a difference.

Stay Connected

Keep up to date with the latest at State Farm by following our Careers Blog. Here, you’ll find career tips, insider perspectives, and industry-leading insights that you can put to use today—all from the people who work here.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Farm. Join State Farm today and be part of a company that values innovation, leadership, and a commitment to its employees.
Learn more about State Farm
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58,000 employees
Industry

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