Financial Services Representative - State Farm Agent Team Member
$60,000–$80,000 year
On-site · Memphis, Tennessee, United States
Job Summary
Financial Services Representative with State Farm to conduct comprehensive financial reviews, educate clients on investment, retirement, and risk management strategies, assist with portfolio management and asset allocation recommendations, identify cross-sell opportunities within an existing client base, maintain compliance with regulatory requirements, and build long-term client relationships that drive retention and growth; partner with the agency team to generate new financial services opportunities.
Required Qualifications
- 3+ years of experience in financial services, insurance, or investments
- Strong consultative sales and relationship-building skills
- Proven ability to translate financial concepts into clear, client-friendly solutions
- FINRA Series 7 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
Desired Qualifications
- 3+ years of experience in financial services, insurance, or investments
- Strong consultative sales and relationship-building skills
- Proven ability to translate financial concepts into clear, client-friendly solutions
- FINRA Series 7 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.