Financial Services Representative - State Farm Agent Team Member

James Baker - State Farm Agent
  • Williamsburg, KY
  • Full-time
4 days ago

Job Description

Position Overview


Are you outgoing, motivated, and customer-focused? Do you enjoy helping individuals and families protect what matters most? If so, a career with a James Baker State Farm Agency may be the right opportunity for you.


Our team focuses on providing personalized insurance and financial solutions to individuals, families, and small businesses. This role offers strong income potential, professional development, and the opportunity to build a long-term career in the insurance and financial services industry.


Responsibilities
  • Generate new business through outbound calls, networking, referrals, and community engagement
  • Schedule appointments and conduct needs-based consultations
  • Educate customers on insurance and financial service options
  • Prepare quotes and close new business opportunities
  • Develop and maintain strong customer relationships
  • Follow up with existing clients to ensure satisfaction and identify cross-sell opportunities
  • Maintain accurate customer records and activity tracking
  • Meet or exceed monthly production and performance goals
Benefits
  • License reimbursement
  • Salary plus commission/bonus structure
  • Flexible schedule
  • Health insurance stipend
  • Simple IRA with employer matching contributions
  • Paid time off
  • Training and development
  • Opportunities for advancement

Qualifications & Requirements


  • Interest in sales, marketing, or financial services
  • Excellent communication skills (written, verbal, and listening)
  • Customer-focused and relationship-driven mindset
  • Self-motivated, goal-oriented, and results-driven
  • Strong organizational and time-management skills
  • Detail-oriented with proactive problem-solving ability
  • Comfortable using computers and learning new systems
  • Ability to work independently and as part of a team
  • Property & Casualty and/or Life & Health license preferred (or willingness to obtain)

Growth Opportunity


This position offers long-term career potential within the agency, including increased earning opportunities, leadership development, and advancement into senior sales or management roles.



This position is with a State Farm independent contractor agent, not State Farm Insurance Companies. Employees must successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees, and their employees are not employees of State Farm Insurance Companies.

Numbers & Facts

LocationWilliamsburg, KY
Job TypeFull-time

Skills

  • Bakeryunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Satisfactionunmatched
  • Customer Trainingunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Marketingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Reimbursementunmatched
  • Salesunmatched
  • Sales Closing Skillsunmatched
  • Sales Prospectingunmatched
  • Small Businessunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Track Customer Issuesunmatched
  • Training Programunmatched
  • Training/Teachingunmatched
  • Writing Skillsunmatched

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