State Farm

Financial Services Representative - State Farm Agent Team Member

State Farm$70K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services, investments, banking, insurance, or wealth management
  • Goal-oriented with excellent communication skills
  • Willingness to obtain necessary insurance and financial licenses
  • Experience in sales with production goals
  • Familiarity with financial products and services

Responsibilities

  • Build and nurture client relationships
  • Discuss financial objectives, protection planning, and retirement needs with clients
  • Identify and propose insurance and financial solutions
  • Generate new business via referrals and marketing
  • Achieve production and growth targets
  • Cross-sell various insurance and financial products
  • Manage an active sales pipeline and follow-up process

Benefits

  • Paid time off
  • 401(k) matching
  • Performance-based bonus
Full Job Description
Replies within 24 hours

Benefits:
  • Paid time off
  • 401(k) matching
  • Bonus based on performance


Established State Farm agency in South Forsyth is seeking a motivated Financial Services Representative to join our growing team.

This opportunity is ideal for individuals with experience or interest in financial services, investments, banking, insurance, or wealth management who are looking for a long-term career with significant growth potential.

Compensation: $50,000 Base Salary + Commission | $100,000-$150,000+ Earning Potential

We welcome:
  • Registered Representatives
  • Banking or investment professionals
  • Financial advisors or associate advisors
  • Licensed insurance professionals
  • Candidates pursuing Series 63, Series 65, or similar designations
  • Early-career professionals and recent college graduates with strong sales aptitude
  • This role combines insurance and financial services and offers the opportunity to work with an established client base while building your own business development.

Duties
  • Build and maintain client relationships
  • Conduct conversations around financial goals, protection planning, and retirement needs
  • Identify opportunities for insurance and financial services solutions
  • Generate new business through referrals, marketing, and relationship-building
  • Meet production and growth goals
  • Cross-sell insurance and financial services products
  • Maintain an active sales pipeline and follow-up process
  • Obtain required insurance licenses and financial services registrations if not already licensed

Requirements and Preferred Qualifications
  • Goal-oriented with strong communication and relationship-building skills
  • Professional, coachable, and motivated by performance and commission
  • Willingness to obtain, or already hold the required Property & Casualty and/or Life & Health insurance licenses and/or a Series 63, Series 65, or other financial services certifications
  • Background in banking, investments, insurance, financial services, or wealth management
  • Sales experience with production goals

About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

We help customers with their insurance and financial service's needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.

Our office is located in South Forsyth. Evan Profeta has been a State Farm agent since 2005 and currently has 6 team members at his agency. His agency has received awards including Ambassador Travel, Chairman's Circle, Legion of Honor, Silver Scroll, and Bronze Tablet.

Compensation: $70,000.00 - $100,000.00 per year

Do you want a career and not just a job?

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. 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 work in an environment that is fun, challenging, and rewarding, then Evan Profeta - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency

  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.
  • Our office is located in South Forsyth.
  • I have been a State Farm agent since 2005.
  • We currently have 6 team members at our agency.
  • Our agency has received awards including: Ambassador Travel, Legion of Honor, Silver Scroll, and Bronze Tablet

If you want a career, not a job, then we encourage you to apply

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.
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58,000 employees
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