Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member position is onsite in Madison, AL. Compensation is $40,000–$80,000 per year. The role supports David Perkins State Farm customers with insurance and financial products intended to help manage everyday risks and plan for the future. The representative consults with customers about financial planning, insurance coverage, and investment options, helping identify needs and recommend appropriate solutions. The role contributes to customer protection and planning through reviews, appointments, follow-up, and compliance with applicable regulations.

What you'll do

• Consult customers on financial planning, insurance coverage, and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend products
• work with the agent on financial planning
• maintain regulatory compliance
• help set and attend planning appointments
• follow up through calls, emails, texts, and in-person conversations
• identify customer needs and coverage gaps.

What we're looking for

Skills & competencies

financial services representative

insurance

financial planning

portfolio management

asset allocation

customer consultation

state farm agent team

madison al

david perkins state farm

$40,000–$80,000/year

property and casualty license

life and health license

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• paid time off
• parental leave
• training and development
• 401(k) matching
• performance bonuses
• advancement opportunities.

Why this role

Property and Casualty and Life and Health licenses must be obtained. Series 6/63/65 or SIE licenses are preferred or may be obtained in the role. The posting notes potential pathways to financial planning licenses and future agency ownership.

About the employer

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