Skip to content
Español

Insurance and Financial Services Position - State Farm Team Member

Full Time in Tulsa

Responsive recruiter
Replies within 24 hours
Benefits
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
Position OverviewAre you an experienced financial services and insurance professional who thrives on building strong client relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies.
This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.
Key Responsibilities
  • Consult clients on financial products, investment options, and life and disability insurance coverage
  • Assist clients with portfolio management, asset allocation, and risk management strategies
  • Conduct insurance and financial reviews and recommend personalized product solutions based on client’s needs
  • Maintain compliance with financial and insurance regulations
  • Perform client needs analysis and have in-depth sales conversations
Preferred Qualifications
  • Active Life & Health license (required)
  • SAE, Series 6, 63 and/or 65 licenses preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.
Compensation $65,000.00 - $100,000.00 per year
Apply Now 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.

Join a community of good neighbors

  • Make a difference in your community every day.

  • Gain confidence and grow your dream career.

  • Earn benefits and rewards that are second to none