Insurance and Financial Services Position - State Farm Team Member

Daniel Parker - State Farm Agent

Tulsa, OK

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JOB DETAILS

SKILLS

Analysis Skills, Biomedicine, Chemistry, Coffee Making, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Customer/Client Research, Dental Insurance, Disability Insurance, Financial Regulations, Financial Services, Health Insurance, Insurance, Insurance Claims, Insurance Regulations, Investment Management, Life Insurance, Maintain Compliance, Management Strategy, Mentoring, Problem Solving Skills, Retirement Planning, Risk Management, Sales, Series 6, Team Player, Training/Teaching, Vision Plan

LOCATION

Tulsa, OK

POSTED

30+ days ago

Benefits:

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

About our Agency:
Founded in 2012, our agency is led by Daniel and supported by a team of 10 dedicated professionals who bring a strong blend of insurance, claims, and financial services experience to the work we do. Daniel has more than 25 years of personal experience in the industry and holds a bachelor’s degree in Biomedical Chemistry from Oral Roberts University, along with FINRA Series 6, 63, and 65 certifications. He is deeply family-oriented, married for 18 years with four children, and brings that same care and thoughtfulness into helping individuals and families tailor coverage to their real needs.

Giving back is a core part of our mission — we’re actively involved with Care Portal, supporting foster children and families facing hardship, because we believe insurance is about strengthening families and communities, not just policies.

Our office culture is focused, growth-minded, and supportive. We hold each other to high standards while working together toward the best outcomes for our clients. Team members enjoy a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee, birthday lunches, team outings, up to a 4% 401k match, and health, dental, and vision benefits.

If you’re looking for a place where professionalism, purpose, and teamwork come together, this is an environment where you can build a meaningful and rewarding career.

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

This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.

Key Responsibilities:

Consult clients on financial products, investment options, and life and disability insurance coverage
Assist clients with portfolio management, asset allocation, and risk management strategies
Conduct insurance and financial reviews and recommend personalized product solutions based on client’s needs
Maintain compliance with financial and insurance regulations
Perform client needs analysis and have in-depth sales conversations

Preferred Qualifications:

Active Life & Health license (required)
SAE, Series 6, 63 and/or 65 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.

Insurance and Financial Services Position - State Farm Team Member

Daniel Parker - State Farm Agent

Tulsa, OK

About the Company

Daniel Parker - State Farm Agent

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