Financial Services Representative - State Farm Agent Team Member
Full Time • Angie Lewis State Farm
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES:
· Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
· Build and maintain strong client relationships through exceptional service and follow-up.
· Develop and implement financial strategies tailored to client needs.
· Collaborate with the agency team to support business growth and client satisfaction.
· Stay current with industry trends, regulations, and product knowledge.
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES:
· Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
· Build and maintain strong client relationships through exceptional service and follow-up.
· Develop and implement financial strategies tailored to client needs.
· Collaborate with the agency team to support business growth and client satisfaction.
· Stay current with industry trends, regulations, and product knowledge.
QUALIFICATIONS:
- · Active Series 6 & 65 licenses required.
· Strong interpersonal and communication skills.
· Self-motivated with a desire to grow within the financial services industry.
· Previous experience in financial services, insurance, or investments preferred.
· Commitment to ethical standards and compliance.
Ready to Launch Your Career?
We are a growing agency with big dreams and lots of potential. 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. If you want to work in an environment that is fun, challenging, and rewarding, then Angie Lewis - State Farm Agent may be the right fit 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, College Planning, and Renters Insurance.
- Our office is located in the historic downtown.
- I have been a State Farm agent since 2006.
- We currently have 10 team members at our agency.
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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