Financial Services Representative - State Farm Agent Team Member

This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs. Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team!

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.


Key Responsibilities:

• Conduct policy reviews with existing customers to ensure they have proper liability coverage
• Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
• Provide tailored financial solutions based on customer needs
• Work with scheduled appointments (approximately 15 per week, booked by another team member)
• Maintain professionalism and strong customer relationships

Qualifications:

• Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
• Ability to obtain both Property & Casualty and Life & Health insurance licenses.
• Strong communication and relationship-building skills.
• Detail-oriented with a customer-first mindset.

Why Join Us?

• Work with an established client base—no cold calling required
• Supportive team environment with scheduled appointments
• Opportunity to make a meaningful impact on clients’ financial security
• Open to Full-Time or Part-Time (benefits will vary with PT positions)

If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!