Financial Services Representative – State Farm Agent Team Member

Financial Services Representative – State Farm Agent Team Member position at Drew Federau - State Farm Agent in Williams Creek, Marion County offers a full‑time opportunity to support clients with insurance and financial products while growing your career.

About the Role

As a member of the agency team, you will help individuals and families protect their assets, plan for the future, and navigate State Farm’s suite of policies. The role combines client service, product knowledge, and administrative support in a collaborative office environment that values performance‑based rewards and continuous learning.

What You'll Do

• Meet with prospective and existing clients to assess coverage needs and recommend appropriate auto, home, life, and health insurance solutions.
• Explain policy features, premium options, and discounts clearly, ensuring clients understand their choices.
• Process new applications, endorsements, and renewals accurately using agency systems.
• Maintain organized client files, track follow‑up activities, and schedule policy reviews.
• Participate in agency‑wide monthly and quarterly challenges that offer bonus opportunities for top performers.
• Assist with routine office tasks such as answering phones, managing correspondence, and supporting team initiatives.
• Stay current on product updates and regulatory changes through ongoing training and development programs.

What We're Looking For

• Strong interpersonal skills with a genuine interest in helping people protect what matters most.
• Ability to learn and communicate complex insurance concepts in plain language.
• Basic computer proficiency; familiarity with agency management systems is a plus.
• Self‑motivated attitude, reliability, and a willingness to meet performance goals.
• High school diploma or equivalent; additional education or licensure in insurance is advantageous but not required.
• Commitment to upholding the agency’s standards of excellence, teamwork, and community involvement.

About Drew Federau - State Farm Agent

Our agency has proudly served Williams Creek and Marion County for over twelve years, operating with a tight‑knit team of nine full‑time professionals. We foster a culture built on excellence, teamwork, and active community connection. Regular team challenges and bonus opportunities keep the environment engaging, while ongoing training ensures every representative can grow both personally and professionally.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.