Steve Womack - State Farm Agent
Financial Services Representative - State Farm Agent Team Member
Steve Womack - State Farm Agent, Memphis, Tennessee, us, 37544
Financial Services Representative - State Farm Agent Team Member Steve Womack - State Farm Agent • Memphis, TN, US
Job Description Job Description
Benefits
Incentive Based Bonus
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Overview As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success.
Key Responsibilities
Provide personalized financial planning and guidance across insurance, investment, and retirement products.
Build and maintain strong client relationships through proactive communication and exceptional service.
Develop new business opportunities through prospecting and needs‑based selling.
Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning.
Collaborate with the career agent to execute business plans and deliver an outstanding client experience.
Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively.
Required Qualifications
Strong prospecting and relationship‑building skills.
Excellent communication and interpersonal skills.
Self‑motivated with a goal‑oriented mindset.
Ability to work independently and as part of a team.
Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
Active Life & Health License.
Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
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Job Description Job Description
Benefits
Incentive Based Bonus
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Overview As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success.
Key Responsibilities
Provide personalized financial planning and guidance across insurance, investment, and retirement products.
Build and maintain strong client relationships through proactive communication and exceptional service.
Develop new business opportunities through prospecting and needs‑based selling.
Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning.
Collaborate with the career agent to execute business plans and deliver an outstanding client experience.
Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively.
Required Qualifications
Strong prospecting and relationship‑building skills.
Excellent communication and interpersonal skills.
Self‑motivated with a goal‑oriented mindset.
Ability to work independently and as part of a team.
Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
Active Life & Health License.
Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
#J-18808-Ljbffr