Financial Services Representative - State Farm Agent Team Member
Full Time • Allentown, PA
Responsive recruiter
Benefits:
- 401(k) matching
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Job Title: Financial Services RepresentativeÂ
Job Type: Full-time
Compensation: Competitive Base + Uncapped Commission + Bonus Incentives
Job Type: Full-time
Compensation: Competitive Base + Uncapped Commission + Bonus Incentives
Join a High-Performing Financial Services Team
Are you an experienced financial professional ready to take your career to the next level? We’re seeking a licensed Financial Services Representative who brings both financial acumen and a client-first mindset to help individuals and families navigate their insurance and investment needs.
This is a consultative, relationship-driven role ideal for someone who values long-term client impact, has a passion for financial planning, and is eager to be part of a successful and growing agency.
Life & Health Insurance Licenses are required. Securities Licenses (Series 6/63/65) are a bonus
Your Role
As a Financial Services Representative, you will provide expert guidance on life, health, and investment products, helping clients protect their assets and plan for their financial futures.
Key Responsibilities
- Advise clients on investment options, retirement planning, and wealth protection
- Conduct detailed financial needs assessments and portfolio analysis
- Recommend suitable insurance and securities products aligned with client goals
- Manage client portfolios and provide ongoing relationship support
- Stay informed on market trends, product changes, and compliance requirements
- Ensure accurate record-keeping and strict adherence to FINRA and regulatory standards
What You Bring
- Life & Health Insurance Licenses (Required)
- Active Series 6, 63, 65 license (Preferred)
- Proven experience in financial services, insurance, or advisory roles
- In-depth understanding of investment products and financial markets
- Strong interpersonal and communication skills
- Analytical mindset with a consultative, client-first approach
- Proficiency in CRM and financial planning software
- High ethical standards and regulatory awareness
What We Offer
-
Uncapped earning potential with a base + commission structure
- Access to a wide range of top-rated financial productsÂ
- Training, mentorship, and career development opportunities
- A collaborative, professional environment with strong leadership support
- The opportunity to make a real impact in the lives of your clients
- Company-sponsored marketing, lead support, and referral tools
If you're a licensed financial professional who thrives on delivering results and building trust, we want to meet you.
👉 Apply today to join a high-performing team and take the next step in your financial services career.
Compensación: $65,000.00 - $85,000.00 per year
Do you want a career and not just a job?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, y Renters Insurance.
- Our office is located in Allentown, PA.
- I have been a State Farm agent since 2009.
- I am a second generation State Farm agent.
- I am a proud graduate of University of Florida.
- We currently have 4 team members at our agency.
- We have 40+ years of combined insurance experience in our office.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Bronze Tablet, y New Agent Program Qualifier
We look forward to speaking with you!
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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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