Financial Services Representative - State Farm Agent Team Member
Full Time • Fully Remote - US
Responsive recruiter
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.
Compensation: $55,000.00 - $75,000.00 per year
Do you want a career and not just a job?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. 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
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Bensalem.
- I have been a State Farm agent since 2000.
- I am a second generation State Farm agent.
- I am a proud graduate of .
- Additional languages spoken: Spanish
Seeking Currently Licensed Applicants Only
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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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none