Financial Services Representative - State Farm Agent Team Member
Full Time in Memphis - TN
Responsive recruiter
Replies within 24 hours
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
WHY JOIN US
Join a top-performing State Farm agency led by an industry veteran serving clients since 2005, holding advanced financial designations (ChFC®, RICP®), and backed by a strong reputation in the Memphis community. Steve Womack is known for developing professionals who want more than just a job… they want a long-term career with real income potential and growth.
If you’re experienced in financial services and want a structured environment where your expertise actually translates into earnings and impact, this is where you grow.
ROLE DESCRIPTION
As a Financial Services Representative with Steve Womack State Farm, you will help individuals and families make smart, confident financial decisions. You’ll take a consultative approach, guiding clients through financial products that protect their future, build wealth, and manage risk.
This is not a passive service role. This is for someone who knows how to build relationships, uncover needs, and confidently recommend solutions that make a real difference.
RESPONSIBILITIES
- Conduct comprehensive financial reviews and needs-based consultations
- Educate clients on investment, retirement, and risk management strategies
- Assist with portfolio management and asset allocation recommendations
- Identify cross-sell opportunities within an existing client base
- Maintain compliance with all financial and regulatory requirements
- Build and maintain long-term client relationships that drive retention and growth
- Partner with the agency team to generate new financial services opportunities
QUALIFICATIONS
- 3+ years of experience in financial services, insurance, or investments
- Strong consultative sales and relationship-building skills
- Proven ability to translate financial concepts into clear, client-friendly solutions
- FINRA Series 7 and 63 preferred (or willingness to obtain)
- Life & Health license preferred (or willingness to obtain)
- Highly motivated, goal-driven, and competitive mindset
COMPENSATION & BENEFITS
- Competitive base salary + performance-based commissions
- Bonus opportunities tied to production
- Paid training and ongoing professional development
- Clear path for advancement within a high-performing agency
- Supportive, team-driven culture with strong leadership
WHO YOU ARE
- You’re not just explaining products… you’re influencing decisions
- You know how to build trust quickly and keep it
- You’re driven by growth, income, and long-term career stability
- You want to be part of a respected agency where performance is recognized
APPLY TODAY We review every application within 48 hours because your time matters.
Compensation $60,000.00 - $100,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none