Consult customers on financial planning, investment options, and insurance coverage while identifying their specific needs. Proactively generate leads and conduct financial reviews to drive new business and maintain regulatory compliance.
Benefits:
Simple IRA
Health insurance
Opportunity for advancement
Paid time off
Training & development
Bonus based on performance
Competitive salary
Flexible schedule
ABOUT OUR AGENCY: I opened my agency in 2000 and currently lead a close-knit team of four. I’ve been with State Farm for more than 40 years, bringing decades of industry knowledge and experience to our customers and team. I’m a proud Indiana University graduate, married, and have one daughter. Outside of work, I enjoy volleyball and sports, gardening, attending concerts, and traveling.
Giving back and staying connected to others is important to me. I’m active in my church and involved with Kappa Alpha Psi Fraternity, providing opportunities to serve and stay engaged with the community.
Our agency offers health benefits, a Simple IRA retirement plan, flexible time, and a strong focus on training and professional development. We also believe in making time for life outside of work, with national holidays off and your birthday off each year.
I’m looking for someone who is energetic, outgoing, and excited to work with people. The right person is coachable, organized, adaptable, and open to learning and growing. If you’re looking for an established agency where you can learn from decades of experience while developing your own skills and career, we’d love to meet you.
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or SIE license preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
