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Financial Services Representative - State Farm Agent Team Member

Full Time in Sheboygan Falls - WI

Responsive recruiter
Replies within 24 hours
Benefits
  • 4 day work week
  • Gym membership
  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCYOur agency opened in June 2020 and has grown into a team of nine, including the agent. Before becoming an agency owner, he worked in a State Farm office and was driven by the goal of building a business, leading a strong team, and creating meaningful earning opportunities.
We stay actively involved in the community through local events, car shows, partnerships with Big Brothers Big Sisters, and sponsoring youth sports.
For our team, we offer a unique 4-day work week, a gym membership, 401(k), health benefits, and a strong emphasis on work-life balance.
Our office culture is energetic, goal-oriented, and growth-focused. We’re looking for someone who is motivated, driven, and excited to be part of a team that works hard, earns well, and stays connected to the community.
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Dexter 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 options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES
  • Consult customers with financial planning and investment options.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
  • Educate clients about insurance products and recommend appropriate coverage options.
  • Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS
  • Experience in financial services preferred.
  • Analytical and communication skills.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Series 6, 63, 65 or 7 license preferred.
Compensation $50,000.00 - $100,000.00 per year
Apply Now 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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