Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is onsite in Baltimore, MD. Pay is $60,000–$90,000 annually. The position is with Michael Doyle’s State Farm agency and supports customers with financial and insurance needs. The representative consults with customers about financial planning, investment options and insurance coverage, then recommends personalized solutions based on needs analysis. The role contributes to customer protection and financial planning while maintaining compliance with applicable regulations.

What you'll do

• Consult customers on financial planning, investment options and life and health insurance
• assist with portfolio management, asset allocation and risk management strategies
• conduct financial reviews and recommend products
• maintain regulatory compliance
• analyze customer needs and conduct sales conversations.

What we're looking for

Skills & competencies

financial services representative

insurance

financial planning

investment options

life and health insurance

customer needs analysis

baltimore md

michael doyle state farm agent

$60k–$90k/year

401(k)

health insurance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance-based bonus
• flexible schedule
• health insurance
• advancement opportunities
• paid time off
• training and development.

Why this role

Preferred qualifications include an active Life and Health license and FINRA SIE or Series 6, 63, 65 or 7 license.

About the employer

Michael Doyle - State Farm Agent is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.