Financial Services Representative - State Farm Agent Team Member

Posted 2025-05-18
Remote, USA Full-time Immediate Start

Benefits:
• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off

Financial Services Representative – Jeff Sawyer State Farm

Are you a financial services professional with a strong background in Life & Health insurance sales? Do you enjoy helping clients make smart, informed decisions about their financial future? If so, we want you on our team!

As a Financial Services Representative with Jeff Sawyer State Farm, you will leverage your expert knowledge of financial products to help customers manage everyday risks and achieve long-term financial security. You will use a consultative approach to educate clients about their financial options, and your analytical precision will make you an invaluable resource for their financial planning and asset management needs.

What You’ll Do:
• Consult with customers to develop personalized financial plans, including insurance and investment strategies.
• Assist clients with portfolio management and asset allocation to help them meet their financial goals.
• Conduct financial reviews to assess clients' needs and recommend the most appropriate financial products.
• Ensure all activities are conducted in full compliance with financial regulations.
• Build and maintain strong client relationships by offering ongoing support and guidance.

What We’re Looking For:
• 3+ years of experience in financial services, with a strong focus on Life & Health insurance sales.
• Strong analytical skills with the ability to create effective financial strategies for clients.
• Excellent communication and interpersonal skills, with the ability to simplify complex financial concepts for clients.
• FINRA Series 7 and 63 licenses preferred (or willingness to obtain).
• Insurance licenses required for Life & Health insurance products.

Why Join Us?
• Competitive Compensation: Salary plus performance-based incentives and commissions.
• Career Growth: Ongoing training and professional development opportunities to support your success.
• Impactful Work: Help clients make informed decisions to protect their future and manage risks.
• Supportive Environment: Join a team that values your expertise and fosters a collaborative culture.

If you're ready to apply your financial services expertise in a rewarding and dynamic environment, apply today to join Jeff Sawyer State Farm!

This is a remote position.

Apply Job!

 

Similar Jobs

Back to Job Board