Financial Services Representative - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Flexible schedule
- Health insurance
We are seeking a driven Investment Representative to join our established insurance and financial services office. This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. This position blends prospecting, discovery, and advisory conversations with both individuals and small business owners. Core Responsibilities:
- Prospecting & Outreach
- Make consistent outbound cold calls to generate new financial services opportunities
- Proactively contact existing personal lines customers (auto, home, renters, umbrella)
- Develop referral relationships through client conversations and community outreach
- Build and manage a personal prospect pipeline
- Household Financial Discovery
- 529 college savings plans
- IRA and Roth IRA opportunities
- 401(k) rollovers from former employers
- Asset consolidation and retirement planning needs
- Educate clients on available solutions and schedule follow-up meetings
- Small Business Financial Solutions
- Call on small- to medium-sized business owners
- New or replacement 401(k) plans
- SEP-IRA plans
- Safe Harbor 401(k) plans
- Coordinate plan implementation and ongoing service
- Collaboration & Compliance
- Partner with the agency owner and team to increase household and business penetration
- Document activity, pipeline, and results in CRM systems
- Adhere to all regulatory, licensing, and compliance standards
- Willingness and ability to make cold calls daily
- Strong phone skills and confidence initiating conversations
- Financial services, banking, insurance, or investment experience preferred
- Life and Health License (or willingness to obtain)
- Series 6, 63, and/or 65 (or willingness to obtain)
- Organized, self-motivated, and goal-driven
- Relationship-focused with a consultative approach
- Access to an existing property & casualty book of business
- Support, referrals, and collaboration within an established agency
- Clear expectations and measurable performance metrics
- Competitive compensation with upside tied to production
- Long-term career growth opportunity
You are someone who doesnt wait for opportunities to come to you. Youre comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners. Compensation: 70k base (+ bonus after obtaining Series licenses) - 120k Employment Type: Full-time, hybrid (1-2 days in office per week)
Flexible work from home options available.
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