Financial Services Representative - State Farm Agent Team Member
$80,000–$110,000 year
On-siteMemphis, Tennessee, United States
Job Summary
Conduct comprehensive financial reviews and needs-based consultations to guide clients through products that protect their future and build wealth. Educate clients on investment, retirement, and risk management strategies while assisting with portfolio management and asset allocation recommendations. Identify cross-sell opportunities within an existing client base and partner with the agency team to generate new financial services opportunities. Maintain compliance with all financial and regulatory requirements while building long-term relationships that drive retention and growth. This role offers a competitive base salary plus performance-based commissions, paid time off, and a clear path for advancement within a top-performing Memphis agency led by an industry veteran.
Required Qualifications
- 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
- Highly motivated, goal-driven, and competitive mindset
Desired Qualifications
- FINRA Series 6 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
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