Financial Services Representative - State Farm Agent Team Member

Burch Boehner - State Farm Agent

San Jose, CA

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JOB DETAILS

SKILLS

Communication Skills, Corporate Policies, Customer Relations, Dental Insurance, Finance, Financial Services, Futures, Health Insurance, Insurance, Interpersonal Skills, Licensing, Licensing Compliance, Maintain Compliance, Product Planning, Regulations, Regulatory Compliance, Retail Sales, Retirement Planning, Revenue Growth, Securities, Series 6, Series 63

LOCATION

San Jose, CA

POSTED

30+ days ago

Benefits:

401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development

Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because I believe you may be a strong fit for my office—not because of an automated screening decision.

Thank you for taking the time to apply. I truly value your interest and your time, and I appreciate the opportunity to review your background.
Burch Boehner, Business Owner

321 S Monroe St
San Jose, CA 95128
Full-time | In-office

About Me:
Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.

Position Overview:
I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.

Key Responsibilities:

Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship-building
Manage and support new and existing clients’ financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies

Required Qualifications:

Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting

Preferred Qualifications:

Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided

Compensation & Benefits:

Starting base income
Expected annual income (base + commission + bonus): 75,000–95,000
Additional income potential based on ability to increase sales across all product lines
Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
401(k) plan with company matching

Our Core Values:

Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together

Financial Services Representative - State Farm Agent Team Member

Burch Boehner - State Farm Agent

San Jose, CA

About the Company

Burch Boehner - State Farm Agent

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