Financial Services RepresentativeAs 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 consultationsEducate clients on investment, retirement, and risk management strategiesAssist with portfolio management and asset allocation recommendationsIdentify cross-sell opportunities within an existing client baseMaintain compliance with all financial and regulatory requirementsBuild and maintain long-term client relationships that drive retention and growthPartner with the agency team to generate new financial services opportunitiesQualifications:Experience in financial services, insurance, or investmentsStrong consultative sales and relationship-building skillsProven ability to translate financial concepts into clear, client-friendly solutionsFINRA Series 6 and 63 preferred (or willingness to obtain)Life & Health license preferred (or willingness to obtain)Highly motivated, goal-driven, and competitive mindsetCompensation & Benefits:Competitive base salary + performance-based commissionsBonus opportunities tied to productionPaid training and ongoing professional developmentClear path for advancement within a high-performing agencySupportive, team-driven culture with strong leadershipWho You Are:You're not just explaining products… you're influencing decisionsYou know how to build trust quickly and keep itYou're driven by growth, income, and long-term career stabilityYou want to be part of a respected agency where performance is recognizedCompensation: $80,000.00 - $110,000.00 per yearMy 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 Memphis, TN and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planning