Financial Services Representative - State Farm Agent Team Member
Burchboehner, San Jose, CA, United States
Financial Services Representative - State Farm Agent Team Member
Full Time in San Jose, CA 95128 — In-office
About Me Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.
Position Overview I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship‑building skills.
Key Responsibilities
Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship‑building
Manage and support new and existing clients’ financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies
Required Qualifications
Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting
Preferred Qualifications
Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided
Starting minimum base salary (dependent on experience) $52,000
Expected annual income (base + commission + bonus) $75,000–$95,000*
Additional income potential based on ability to increase sales across all product lines
Benefits
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Our Core Values
Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together
Compensation Starting minimum base salary: $52,000 (dependent on experience). Expected annual income (base + commission + bonus): $75,000–$95,000. Additional income potential based on ability to increase sales across all product lines.
Employment Status 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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About Me Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.
Position Overview I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship‑building skills.
Key Responsibilities
Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship‑building
Manage and support new and existing clients’ financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies
Required Qualifications
Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting
Preferred Qualifications
Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided
Starting minimum base salary (dependent on experience) $52,000
Expected annual income (base + commission + bonus) $75,000–$95,000*
Additional income potential based on ability to increase sales across all product lines
Benefits
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Our Core Values
Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together
Compensation Starting minimum base salary: $52,000 (dependent on experience). Expected annual income (base + commission + bonus): $75,000–$95,000. Additional income potential based on ability to increase sales across all product lines.
Employment Status 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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