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Financial Services Representative - State Farm Agent Team Member

Dexter Smith - State Farm Agent

Sheboygan Falls, WI

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Regulations, Financial Services, Follow Through, Funding, Health Insurance, Insurance, Maintain Compliance, Multitasking, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Sports, Team Lead/Manager, Training/Teaching
LOCATION
Sheboygan Falls, WI
POSTED
30+ days ago
Benefits:
  • 4 day work week
  • Gym membership
  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in June 2020 and has grown into a team of nine, including the agent. Before becoming an agency owner, he worked in a State Farm office and was driven by the goal of building a business, leading a strong team, and creating meaningful earning opportunities.


We stay actively involved in the community through local events, car shows, partnerships with Big Brothers Big Sisters, and sponsoring youth sports.


For our team, we offer a unique 4-day work week, a gym membership, 401(k), health benefits, and a strong emphasis on work-life balance.


Our office culture is energetic, goal-oriented, and growth-focused. We’re looking for someone who is motivated, driven, and excited to be part of a team that works hard, earns well, and stays connected to the community.


ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
  • Educate clients about insurance products and recommend appropriate coverage options.
  • Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
  • Experience in financial services preferred.
  • Analytical and communication skills.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Series 6, 63, 65 or 7 license preferred.

About the Company

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Dexter Smith - State Farm Agent