What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at State Farm Agent?
Responsive recruiter
Benefits
Join a top-performing State Farm agency led by an industry veteran serving clients since 2005, holding advanced financial designations (ChFC®, RICP®), and backed by a strong reputation in the Memphis community. Steve Womack is known for developing professionals who want more than just a job… they want a long-term career with real income potential and growth.
If you’re experienced in financial services and want a structured environment where your expertise actually translates into earnings and impact, this is where you grow.
Role Description
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You’ll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk.
This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.
Responsibilities
We review every application within 48 hours because your time matters.
Compensación: $60,000.00 - $80,000.00 per year
My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Memphis, TN And Help Customers With Their Insurance And Financial Services Needs, Including
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Join a top-performing State Farm agency led by an industry veteran serving clients since 2005, holding advanced financial designations (ChFC®, RICP®), and backed by a strong reputation in the Memphis community. Steve Womack is known for developing professionals who want more than just a job… they want a long-term career with real income potential and growth.
If you’re experienced in financial services and want a structured environment where your expertise actually translates into earnings and impact, this is where you grow.
Role Description
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You’ll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk.
This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.
Responsibilities
- Conduct comprehensive financial reviews and needs-based consultations
- 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 all financial and regulatory requirements
- Build and maintain long-term client relationships that drive retention and growth
- Partner with the agency team to generate new financial services opportunities
- 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)
- Highly motivated, goal-driven, and competitive mindset
- Competitive base salary performance-based commissions
- Bonus opportunities tied to production
- Paid training and ongoing professional development
- Clear path for advancement within a high-performing agency
- Supportive, team-driven culture with strong leadership
- You’re not just explaining products… you’re influencing decisions
- You know how to build trust quickly and keep it
- You’re driven by growth, income, and long-term career stability
- You want to be part of a respected agency where performance is recognized
We review every application within 48 hours because your time matters.
Compensación: $60,000.00 - $80,000.00 per year
My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Memphis, TN And Help Customers With Their Insurance And Financial Services Needs, Including
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
Salary : $60,000 - $80,000