Financial Services Representative - State Farm Agent Team Member
Full Time • Hybrid - US
Responsive recruiter
Replies within 24 hours
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Flexible schedule
- Health insurance
Position Overview:
We are seeking a driven Investment Representative to join our established insurance and financial services office. This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. This position blends prospecting, discovery, and advisory conversations with both individuals and small business owners.
Core Responsibilities:
We are seeking a driven Investment Representative to join our established insurance and financial services office. This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. This position blends prospecting, discovery, and advisory conversations with both individuals and small business owners.
Core Responsibilities:
- Prospecting & Outreach
- Make consistent outbound cold calls to generate new financial services opportunities
- Proactively contact existing personal lines customers (auto, home, renters, umbrella)
- Develop referral relationships through client conversations and community outreach
- Build and manage a personal prospect pipeline
- Household Financial Discovery
Conduct consultative conversations to uncover:
- 529 college savings plans
- IRA and Roth IRA opportunities
- 401(k) rollovers from former employers
- Asset consolidation and retirement planning needs
- Educate clients on available solutions and schedule follow-up meetings
- Small Business Financial Solutions
- Call on small- to medium-sized business owners
Identify and develop opportunities for:
- New or replacement 401(k) plans
- SEP-IRA plans
- Safe Harbor 401(k) plans
- Coordinate plan implementation and ongoing service
- Collaboration & Compliance
- Partner with the agency owner and team to increase household and business penetration
- Document activity, pipeline, and results in CRM systems
- Adhere to all regulatory, licensing, and compliance standards
Required Qualifications:
- Willingness and ability to make cold calls daily
- Strong phone skills and confidence initiating conversations
- Financial services, banking, insurance, or investment experience preferred
- Life and Health License (or willingness to obtain)
- Series 6, 63, and/or 65 (or willingness to obtain)
- Organized, self-motivated, and goal-driven
- Relationship-focused with a consultative approach
What We Offer:
- Access to an existing property & casualty book of business
- Support, referrals, and collaboration within an established agency
- Clear expectations and measurable performance metrics
- Competitive compensation with upside tied to production
- Long-term career growth opportunity
Ideal Candidate:
You are someone who doesn’t wait for opportunities to come to you. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.
Compensation: 70k base (+ bonus after obtaining Series licenses) - 120k
Employment Type: Full-time, hybrid (1-2 days in office per week)
You are someone who doesn’t wait for opportunities to come to you. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.
Compensation: 70k base (+ bonus after obtaining Series licenses) - 120k
Employment Type: Full-time, hybrid (1-2 days in office per week)
Flexible work from home options available.
Compensation: $70,000.00 - $120,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Jersey City, NJ and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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