Financial Services Representative - State Farm Agent Team Member

Benefits

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

321 S Monroe St, San Jose, CA 95128

Full-time | In-office

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.

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.

• 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

• 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

• 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
• Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
• 401(k) plan with company matching

• Integrity
• Mutual Respect
• Transparency
• Compassion
• Accountability
• Exceptional Customer Interaction
• Commitment to Work Together