Financial Services Representative - State Farm Agent Team Member

Steve Womack - State Farm Agent
  • Memphis, TN
  • Full-time
30+ days ago

Job Description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Relocation bonus
  • Training & development
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary

WHY JOIN US:
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 
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 
  •  FINRA Series 6 and 63 preferred (or willingness to obtain) 
  •  Life & Health license preferred (or willingness to obtain) 
  •  Highly motivated, goal-driven, and competitive mindset 
COMPENSATION & BENEFITS:
  •  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 
WHO YOU ARE:
  •  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 
APPLY TODAY
We review every application within 48 hours because your time matters.


Numbers & Facts

LocationMemphis, TN
Job TypeFull-time

Skills

  • Consultative Salesunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Trainingunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Investment Managementunmatched
  • Leadershipunmatched
  • Maintain Complianceunmatched
  • Management Strategyunmatched
  • Problem Solving Skillsunmatched
  • Regulatory Requirementsunmatched
  • Retirement and Pension Managementunmatched
  • Risk Managementunmatched
  • Sales Prospectingunmatched
  • Series 6unmatched
  • Training/Teachingunmatched

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