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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberElizabeth Marshall - State Farm Agent • Broad Ripple, IN, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Elizabeth Marshall - State Farm Agent • Broad Ripple, IN, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Elizabeth Marshall State Farm is seeking a knowledgeable and customer-focused Financial Services Representative to join our team! This role is ideal for candidates with a financial industry background who are passionate about helping clients secure the right coverage for their needs.


Key Responsibilities:


  • Conduct policy reviews with existing customers to ensure they have proper liability coverage
  • Educate clients on auto and home optional coverage limits, discounts, life insurance, and disability insurance needs
  • Provide tailored financial solutions based on customer needs
  • Work with scheduled appointments (approximately 15 per week, booked by another team member)
  • Maintain professionalism and strong customer relationships
Qualifications:


  • Background or degree in insurance, banking, life insurance, health insurance, or related financial services preferred.
  • Ability to obtain both Property & Casualty and Life & Health insurance licenses.
  • Strong communication and relationship-building skills.
  • Detail-oriented with a customer-first mindset.
Why Join Us?


  • Work with an established client base—no cold calling required
  • Supportive team environment with scheduled appointments
  • Opportunity to make a meaningful impact on clients’ financial security
  • Open to Full-Time or Part-Time (benefits will vary with PT positions)
If you're a motivated financial professional looking to grow your career in insurance and financial services, we’d love to hear from you!

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Financial Services Representative - State Farm Agent Team Member • Broad Ripple, IN, US

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