Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member role is hybrid in Findlay, OH, with annual compensation of $50,000–$75,000. The role supports David Roberts – State Farm Agent by marketing financial products that help customers manage everyday risks. The representative educates customers about financial options and provides consultative support through financial reviews and recommendations, helping customers consider planning, investment, and portfolio choices while maintaining regulatory compliance.

What you'll do

• Consult customers on financial planning and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

full-time

hybrid

findlay oh

state farm agent

financial products

financial planning

investment options

portfolio management

$50k–$75k/year

flexible work from home

series 6/63/65 or sie preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• paid time off
• 401(k)
• performance-based bonus
• training and development
• free food and snacks
• advancement opportunity.

Why this role

Flexible work-from-home options. Series 6/63/65 or SIE licenses are preferred; the listing also references SIE, Series 6/63/65, and other relevant certifications.

About the employer

David Roberts - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.