Financial Services Representative

Nora Holmes - State Farm Insurance Agent

Financial Services Representative assisting clients with insurance options and providing exceptional customer service. Join a growth-oriented team with flexible work options at State Farm Agent.

Posted 4/12/2026full-timeMetairie • Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

What you’ll need

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Property and Casualty license (must have currently)
Life and Health license (must be able to obtain)
Bachelor's degree preferred

Benefits

Comp & perks

Group Life Insurance
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Signing Bonus up to $1,000

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experiencemeeting sales goalscustomer needs assessmentlead developmentappointment schedulingproduct marketingpresentation skillsmulti-tasking

Soft Skills

communication skillsself-motivatedteamworkwork ethicenthusiasmaccuracytimeliness

Certifications

Property and Casualty licenseLife and Health license