What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Anne Boyd - State Farm Agent?
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Financial Services Representative – Investments, Life Insurance & Wealth Strategies
Anne Boyd State Farm
316 14th St, Henderson, KY 42420
Full-Time | In-Office
316 14th St, Henderson, KY 42420
Full-Time | In-Office
About the Role
As a Financial Services Representative, you will meet with individuals, families, and business owners to better understand their financial priorities and help them evaluate options for protection, growth, and long-term planning.
This position focuses on financial services, life insurance, investments, and retirement planning, while also supporting the agency’s full-picture approach to client needs. Because financial protection and risk management often overlap, Property & Casualty licensing is also preferred, and support is available for candidates who need to obtain it.
Licensing & Registration Requirements
Required:
- Active Life & Health Insurance License
- FINRA Series 6 and 63 licenses, or equivalent registrations
Strongly Preferred:
- FINRA Series 65 license
- Experience in financial services, investment sales, retirement planning, or life insurance sales
Additional Requirement:
- Active Property & Casualty license is preferred
- Candidates who do not currently hold a Property & Casualty license must be willing to obtain one with agency support
Core Responsibilities
Client Financial Conversations
Meet with clients to discuss financial goals, protection needs, risk tolerance, current priorities, and future plans.
Retirement & Investment Solutions
Recommend investment products, retirement planning options, and wealth-building strategies based on each client’s situation and objectives.
Life Insurance Strategy
Help clients evaluate life insurance options designed to protect their families, income, businesses, and long-term financial plans.
Business Development
Create new opportunities through referrals, existing client relationships, networking, follow-up, and agency marketing efforts.
Relationship Management
Maintain ongoing client relationships through proactive communication, periodic reviews, consistent follow-up, and professional service.
Compliance & Records
Follow all applicable insurance, securities, and financial services regulations while keeping accurate documentation and client records.
Qualifications
- Experience in financial services, investment sales, retirement planning, life insurance sales, or another consultative sales environment
- Strong ability to build relationships and guide client conversations
- Ability to explain financial topics in a clear, professional, and approachable way
- Goal-oriented mindset with a focus on production, revenue growth, and client outcomes
- Strong communication, presentation, and follow-up skills
- Organized, self-motivated, and comfortable managing client opportunities
- Commitment to providing a professional and positive client experience
What We Offer
- Competitive base compensation plus commission opportunities
- Performance bonuses and production incentives
- Access to an established client base and referral opportunities
- Supportive agency environment with a focus on growth and development
- Ongoing coaching and professional development
- Opportunity to build a long-term financial services practice within a successful State Farm agency
Equal Opportunity Employer
Anne Boyd State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.
Anne Boyd State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $55,000 - $75,000