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Registered Representative - State Farm Agent Team Member

Remote / Online - Candidates ideally in
Bellingham, Whatcom County, Washington, 98225, USA
Listing for: Ashlie Hultman Ins Agency Inc
Full Time, Remote/Work from Home position
Listed on 2026-10-30
Job specializations:
  • Finance & Banking
    Insurance Sales, Financial Sales
  • Insurance
    Insurance Sales, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Benefits
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
ROLE DESCRIPTION

Ashlie Hultman Insurance Agency, Inc is a State Farm agency serving Washington & Idaho community. We are largely known for home & auto insurance with a large, established book of client households - we are expanding our financial service practice to help those clients with the next chapter of their financial lives.

RESPONSIBILITIES
  • Proactively reach out to existing State Farm clients to identify financial service needs
  • Present and recommend annuity, life insurance, advisory, and brokerage solutions aligned to client goals
  • Conduct retirement planning conversations with clients approaching or in retirement.
  • Open and manage advisory and brokerage accounts, building a growing passive income stream.
  • Maintain all required FINRA and state licensing and comply with applicable regulations.
  • collaborate with agency team on cross-sell opportunities and client relationship management.
  • Track activity, pipeline, and production in agency CRM
QUALIFICATIONS
  • Series 6 or 7 license and other relevant certifications.
  • Must obtain Life & Health Insurance Licenses
  • Must obtain Property & Casualty Licenses
  • 1-3 years of experience in insurance sales, financial services, banking, or a client-facing sales role.
  • Demonstrated ability to build client relationships and identify financial needs.
  • Comfortable with financial planning conversations and retirement product knowledge
  • Detail-oriented with strong analytical skills.
  • Proficiency with financial software and tools.
  • High ethical standards and professionalism.

Flexible work from home options available.

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