Job Description

Financial Services Representative – State Farm Agent Team Member

Buchanan Insurance and Financial Services Inc., a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

Location: Ketchum, ID

In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.

Job Description

As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include:

• Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
• Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
• Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
• Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.

Qualifications

• Minimum of 2 years of experience as a Financial Services Representative.
• Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
• Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
• Eagerness to learn and grow with the financial services industry.

Requirements

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
• Licensed in Life and Health Insurance with extensive knowledge of fixed and variable annuities and the life insurance industry preferred.

Perks for Financial Services Representative

• The first year’s compensation is expected to range between $60,000-$140,000 (including commission and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, medical, dental, vision, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.

*This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

An equal opportunity employer

We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

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