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Financial Services Representative - State Farm Agent Team Member
Job in
Mason, Warren County, Ohio, 45040, USA
Listed on 2026-06-24
Listing for:
Masonohinsurance
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Financial Services Representative - State Farm Agent Team Member
Full Time in Mason, OH
Compensation: $60,000 - $90,000 per year
Role DescriptionAs a Financial Services Representative with State Farm, you will market financial products that manage everyday risks. Your consultative approach and knowledge will educate customers on their financial options.
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.
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 6/63/65 or 7 license preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
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