Financial Services Representative Jobs
Financial Services Representative jobs are open across banking, insurance, brokerage, and credit unions, from entry-level client service roles to senior relationship management and licensed investment positions, with specializations in retail banking, insurance sales, and wealth management. Find a role that fits below and apply directly.
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Job Overview
This is a career-growth position for someone who wants to build a long-term future in insurance and financial services. You'll be trained and licensed to sell State Farm's full product lineup, including auto, fire, life, health, investment, and retirement products, while developing the skills to grow into a leadership role.
Duties
- Engage with clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products such as health, life, property, and casualty insurance.
- Build strong customer relationships by providing personalized consultations, understanding client needs, and offering tailored insurance solutions.
- Negotiate policy terms and coverage options effectively to meet client expectations while adhering to insurance regulations and compliance standards.
- Manage sales administration tasks using CRM (Customer Relationship Management) systems to track leads, follow-ups, and policy details efficiently.
- Conduct analysis of client data to recommend appropriate benefits administration plans, health insurance options, or other financial services.
- Communicate complex insurance concepts clearly to bilingual or multilingual clients, ensuring they understand their coverage options thoroughly.
- Stay updated on industry trends, regulatory changes such as HIPAA (Health Insurance Portability and Accountability Act), and new product offerings to provide accurate advice.
Qualifications
- Strong interpersonal and communication skills
- Self-motivated with a strong work ethic and entrepreneurial mindset
- Willingness to obtain required insurance licenses (Property & Casualty, Life & Health, and others as needed)
- Comfortable in a commission-influenced, performance-based environment
- Prior sales, customer service, or leadership experience a plus, but not required
Join us as a Financial Services and Insurance Representative if you're ready to energize your career by helping clients secure their futures! Your enthusiasm for sales combined with your detailed knowledge of insurance products will make a meaningful difference in our clients’ lives while advancing your professional growth in a vibrant team environment.
Pay: $90,000.00 - $250,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Work Location: In person
Financial Services Representative Jobs by Experience Level
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Find JobsFinancial Services Representative Job Market
Who's Hiring
- State Farm102
- World Finance65
- Memorial Healthcare System13
- New York Life6
- First Citizens Bank6
Top Industries Hiring
- Healthcare & Medical Services
- Insurance
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in financial services representative jobs.
- Active Series 6, Series 7, or state insurance license required
- Experience in client-facing banking, brokerage, or insurance sales
- Proficiency with CRM software and client account management systems
- Strong knowledge of financial products including annuities, mutual funds, and insurance
- Bachelor's degree in finance, business, or a related field preferred
- FINRA registration or ability to obtain within a defined timeframe after hire
Tips for Your Financial Services Representative Job Search
List your licenses before soft skills
Recruiters scanning financial services representative resumes filter first on licensure. Put your Series 6, Series 7, Series 63, or state insurance licenses in a dedicated credentials line near the top, not buried in a separate section at the bottom.
Quantify client relationships and retention
Instead of writing that you managed a client book, state the number of accounts, the assets under management, or your retention rate. Financial services hiring managers evaluate candidates the same way they evaluate portfolios: by concrete numbers, not descriptions.
Target openings that match your license type
A Series 7 license opens different doors than a life and health insurance license. Filter your job search by the product type the role sells, whether that is securities, annuities, or property and casualty, so you're not applying to roles your credentials don't cover.
Apply early to roles that fit
Migrate Mate lists financial services representative openings from across the United States in one place, so you can find roles that match your credentials and apply directly to each listing without jumping between multiple sites.
Prepare a compliance-ready interview answer
Almost every financial services representative interview includes a scenario question about handling a client who wants a product that isn't suitable for them. Prepare a specific, structured answer that shows you know your suitability obligations, not just that you value the client relationship.
Negotiate your production bonus structure
Base pay in financial services representative roles is often a small share of total compensation. Before accepting an offer, ask for the full commission or bonus schedule in writing, including how chargebacks or clawbacks apply if a policy lapses or a client closes an account.
Financial Services Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial services representatives?
State Farm, World Finance, and Memorial Healthcare System are hiring the most financial services representatives right now, with openings concentrated in Texas, Florida, and California, based on current listings on Migrate Mate as of August 2026. Demand is especially strong at large regional banks, national insurance carriers, and credit unions expanding their retail branch networks.
How many financial services representative jobs are remote?
About 69% of financial services representative openings are fully remote or hybrid as of August 2026, with remote work most common in insurance sales and telephone-based banking roles. Positions tied to branch locations, in-person client relationship management, or licensed securities sales are far more likely to require on-site work.
How do you become a financial services representative?
Start by earning a bachelor's degree in finance, business, or economics, though some employers hire candidates with relevant associate degrees or military backgrounds. You'll then need to pass the licensing exam your target role requires, such as the Series 6 or Series 63 for investment products, or a state insurance exam for life and health or property and casualty roles. Most employers provide study support and a window to pass your exam after hire.
Can you get hired as a financial services representative with little experience?
Yes, many banks, credit unions, and insurance agencies hire entry-level financial services representatives and sponsor the required licenses after hire. Your best angle is demonstrating customer service experience in any industry, comfort with sales conversations, and a clean background check, since most roles require one. Retail banking teller positions are a common on-ramp to more advanced financial services representative roles.
What does the financial services representative interview process look like?
Most financial services representative interview processes run two to three rounds. The first is typically a phone screen focused on your licensing status and sales background. A second in-person or video interview often includes behavioral questions about handling objections, managing difficult client situations, and explaining financial products in plain language. Some employers add a role-play scenario where you pitch a product or handle a compliance-sensitive client request.
Where can I find and apply to financial services representative jobs?
You can find and apply to financial services representative jobs on Migrate Mate, which lists current openings from employers across the United States. Search for roles that match your license type, location preference, and experience level, then apply directly to each listing. No third-party redirects, no middlemen.
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