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Financial Services Representative – State Farm Agent Team Member

John Patterson - State Farm Agent

Glen Allen, VA

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JOB DETAILS
SKILLS
Analysis Skills, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Financial Services, Funding, Health Insurance, Insurance, Lead Generation, Marketing, Mathematics, Meet Sales Quota, Needs Assessment, Options Analysis, Organizational Skills, Problem Solving Skills, Product Marketing, Risk Management, Sales, Series 6, Team Player, Training/Teaching
LOCATION
Glen Allen, VA
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
We’re a locally rooted, fast-moving insurance agency that believes in doing business the right way—with energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most.


At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance.


We're a top 5% State Farm agency, so you’ll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether it’s through our annual holiday party or daily encouragement and support. If you’re someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career.

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
  • Proven experience working as a financial services representative preferred.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
  • Must have proven insurance experience.

About the Company

J

John Patterson - State Farm Agent

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