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Financial Services Representative - State Farm Agent Team Member

Weston Leake - State Farm Agent

Arvada, CO

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Customer/Client Research, Dental Insurance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Insurance Regulations, Investment Management, Life Insurance, Maintain Compliance, Management Strategy, Mentoring, Problem Solving Skills, Risk Management, Sales, Series 7, Training/Teaching, Vision Plan
LOCATION
Arvada, CO
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.


This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.


Key Responsibilities:
  • Consult customers on financial planning, investment options, and life/health insurance coverage
  • Assist customers with portfolio management, asset allocation, and risk management strategies
  • Conduct financial reviews and recommend personalized product solutions
  • Maintain compliance with financial and insurance regulations
  • Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 7 and 63 licenses preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.

About the Company

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Weston Leake - State Farm Agent