Financial Services Representative, State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Jamison, PA. Pay is $50,000–$125,000 per year. The role is with Jason Carr’s State Farm agent team and focuses on marketing financial products that help customers manage everyday risks. The representative consults customers about financial planning, investment options, and life and health coverage; identifies needs and recommends suitable products; and follows up on leads to develop new business. The role supports customer education, financial reviews, and regulatory compliance.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance
• identify 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

jamison pa

state farm agent

financial products

insurance

financial planning

investment options

customer consultation

lead follow-up

financial reviews

$50,000–$125,000/year

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• paid time off
• 401(k)
• training and development
• advancement opportunity
• performance bonus
• flexible schedule.

Why this role

Active Life and Health license required or ability to obtain quickly; FINRA SIE or Series 6, 63, 65, or 7 license listed.

About the employer

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