Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Traverse City, MI, with an annual salary range of $50,000–$100,000. The representative supports Devin Graham’s State Farm agency by marketing financial products and helping customers understand financial options. The role combines consultative customer guidance with business development. It helps customers consider financial planning, investment, and life and health insurance options while identifying needs, following up on leads, conducting reviews, and maintaining regulatory compliance.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

traverse city mi

devin graham state farm agent

financial planning

investment options

life insurance

health insurance

customer consultation

lead generation

finra license

$50k–$100k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Opportunity for advancement
• paid time off
• training and development
• 401(k)
• performance-based bonus
• competitive salary
• flexible schedule.

Why this role

An active Life & Health license and FINRA Series 6/63/65 or SIE license are required. Benefits include paid time off, training and development, 401(k), performance-based bonus, and advancement opportunity.

About the employer

Devin Graham - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.