Financial Services Representative Jobs in Minnesota
Financial services representative jobs in Minnesota draw steady demand across the Twin Cities' dense concentration of banking, insurance, and wealth management firms, with openings at every level from entry-level client associate to senior relationship manager. Minneapolis and Saint Paul anchor the market, with Bloomington and Rochester adding meaningful volume, and employers like U.S. Bancorp, Ameriprise Financial, and Securian Financial maintaining large, ongoing hiring pipelines in the state. Retirement planning, insurance sales, and investment advisory support are consistently the most sought-after specialties across Minnesota listings. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Open roles16
Top employerState Farm
Top citySaint Paul, MN
Cities hiring14
Top credentialMedical Billing Certification
Companies hiring3
Showing 4 of 16+ Financial Services Representative jobs
Financial Services Representative - State Farm Agent Team Member
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Added 3d ago
State Farm
Financial Services Representative - State Farm Agent Team Member
Thief River Falls, Minnesota
Added 3d ago
Patient Financial Services Representative III
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Added 1w ago
Fairview Health Services
Patient Financial Services Representative III
Saint Paul, Minnesota
Added 1w ago
Patient Financial Services Representative II
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Added 3w ago
Fairview Health Services
Patient Financial Services Representative II
Saint Paul, Minnesota
Added 3w ago
Patient Financial Services Representative
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Added 1mo ago
Essentia Health
Patient Financial Services Representative
Duluth, Minnesota
Added 1mo ago
Added 3d ago
Financial Services Representative - State Farm Agent Team Member
State Farm·Thief River Falls, Minnesota
Job functions:
$55k - $65k/yr
10,000+ employees
Job Description
Financial Services Representative – State Farm Agent Team Member
Full Time | Thief River Falls, MN
BENEFITS
- Competitive Salary & Performance-based bonuses and incentives
- SIMPLE IRA Retirement Plan
- Paid time off
- Agency-paid insurance pre-licensing training
- Professional development and continuing education
- Opportunities for career advancement
- Established customer base with significant growth opportunities
- Supportive, team-oriented work environment
ABOUT OUR AGENCY
Welcome to Sally Wolff State Farm Agency!
Welcome to Sally Wolff State Farm Agency!
I've proudly owned my State Farm agency in Thief River Falls for over 16 years. During that time, we've built strong relationships with thousands of customers and established an agency that takes pride in helping individuals, families, and businesses protect what matters most.
Our team consists of seven licensed professionals who bring experience, knowledge, and a genuine commitment to our customers. We work in a beautiful, modern office built in 2019, providing a welcoming and professional environment for both our customers and team.
As an agency owner, I'm passionate about developing people, creating opportunities, and building a team that takes pride in what we accomplish together. I believe success comes from more than meeting goals. It's about integrity, accountability, teamwork, respect, and consistently doing what's right for our customers.
We're proud to be part of the Thief River Falls community and enjoy supporting local events and organizations. Building meaningful relationships, both inside and outside our office, is an important part of who we are.
As we continue growing, we're placing an increased focus on helping customers with Life Insurance, Retirement Planning, and Financial Services. With an established customer base, we have exciting opportunities to deepen relationships and help more individuals and families prepare for their financial future.
We're looking for a motivated professional who enjoys building relationships, identifying opportunities, and helping people make confident financial decisions.
Whether you're an experienced financial services professional or someone looking to take the next step in your career, we value a positive attitude, strong work ethic, willingness to learn, and the motivation to succeed.
If you're looking for a career where you can make a difference, develop professionally, and be rewarded for your success, we'd love to meet you!
ROLE DESCRIPTION
As a Financial Services Representative with Sally Wolff State Farm Agency, you'll play an important role in helping individuals and families protect what matters most while preparing for their financial future.
This position focuses primarily on Life Insurance, Retirement Planning, and Financial Services. You'll work with our established customer base while developing new relationships, identifying financial needs, and helping customers explore appropriate protection and retirement solutions.
This is an opportunity for a motivated professional who enjoys meaningful conversations, building long-term relationships, and achieving measurable results.
We're looking for someone who is personable, self-driven, goal-oriented, and excited about growing an important part of our agency while building a rewarding career.
RESPONSIBILITIES
- Build and maintain strong relationships with existing and prospective customers to identify Life Insurance and Financial Services opportunities.
- Conduct customer reviews to discuss Life Insurance protection, retirement goals, income protection, and long-term financial needs.
- Recommend appropriate Life Insurance, retirement products, and other authorized financial solutions based on customer needs and applicable licensing.
- Generate new business through referrals, prospecting, customer outreach, and consistent follow-up while working toward individual and agency production goals.
- Collaborate with team members to identify financial services opportunities, provide exceptional customer experiences, and support continued agency growth.
QUALIFICATIONS & REQUIREMENTS
- Strong communication, relationship-building, and consultative sales skills.
- Self-motivated, goal-oriented, and comfortable working toward performance expectations.
- Positive attitude, professionalism, and strong work ethic.
- Ability to build trust and confidently discuss financial goals with customers.
- Strong organizational skills, attention to detail, and commitment to customer confidentiality.
- Willingness to learn, accept coaching, and continuously improve.
- Previous experience in banking, financial services, investments, insurance, or relationship-based sales is strongly preferred.
- Minnesota Life & Health insurance licenses are required, or willingness to obtain them within an established timeframe.
- Securities registrations such as Series 6 and 63, or other applicable registrations, are strongly preferred. Required registrations and authorizations must be obtained before conducting securities-related business.
- Minnesota Property & Casualty insurance licenses are preferred but not required at the time of hire. Willingness to obtain these licenses as the role develops is expected.
- All required insurance pre-licensing training is paid for by our agency.
COMPENSATION
- Base Salary: $55,000-$65,000 annually
- Annual Performance Based Bonus
This position offers a competitive base salary with additional earning opportunities through performance-based bonuses and incentives.
Bonuses are tied to established production goals, customer relationship development, quality standards, and other approved performance measures.
Compensation and incentive eligibility are subject to applicable licensing, regulatory, and State Farm requirements.
State Farm
Financial Services Representative - State Farm Agent Team Member
Thief River Falls, Minnesota
Added 3d ago10,000+ employees
Job functions:
$55k - $65k/yr
Job Description
Financial Services Representative – State Farm Agent Team Member
Full Time | Thief River Falls, MN
BENEFITS
- Competitive Salary & Performance-based bonuses and incentives
- SIMPLE IRA Retirement Plan
- Paid time off
- Agency-paid insurance pre-licensing training
- Professional development and continuing education
- Opportunities for career advancement
- Established customer base with significant growth opportunities
- Supportive, team-oriented work environment
ABOUT OUR AGENCY
Welcome to Sally Wolff State Farm Agency!
Welcome to Sally Wolff State Farm Agency!
I've proudly owned my State Farm agency in Thief River Falls for over 16 years. During that time, we've built strong relationships with thousands of customers and established an agency that takes pride in helping individuals, families, and businesses protect what matters most.
Our team consists of seven licensed professionals who bring experience, knowledge, and a genuine commitment to our customers. We work in a beautiful, modern office built in 2019, providing a welcoming and professional environment for both our customers and team.
As an agency owner, I'm passionate about developing people, creating opportunities, and building a team that takes pride in what we accomplish together. I believe success comes from more than meeting goals. It's about integrity, accountability, teamwork, respect, and consistently doing what's right for our customers.
We're proud to be part of the Thief River Falls community and enjoy supporting local events and organizations. Building meaningful relationships, both inside and outside our office, is an important part of who we are.
As we continue growing, we're placing an increased focus on helping customers with Life Insurance, Retirement Planning, and Financial Services. With an established customer base, we have exciting opportunities to deepen relationships and help more individuals and families prepare for their financial future.
We're looking for a motivated professional who enjoys building relationships, identifying opportunities, and helping people make confident financial decisions.
Whether you're an experienced financial services professional or someone looking to take the next step in your career, we value a positive attitude, strong work ethic, willingness to learn, and the motivation to succeed.
If you're looking for a career where you can make a difference, develop professionally, and be rewarded for your success, we'd love to meet you!
ROLE DESCRIPTION
As a Financial Services Representative with Sally Wolff State Farm Agency, you'll play an important role in helping individuals and families protect what matters most while preparing for their financial future.
This position focuses primarily on Life Insurance, Retirement Planning, and Financial Services. You'll work with our established customer base while developing new relationships, identifying financial needs, and helping customers explore appropriate protection and retirement solutions.
This is an opportunity for a motivated professional who enjoys meaningful conversations, building long-term relationships, and achieving measurable results.
We're looking for someone who is personable, self-driven, goal-oriented, and excited about growing an important part of our agency while building a rewarding career.
RESPONSIBILITIES
- Build and maintain strong relationships with existing and prospective customers to identify Life Insurance and Financial Services opportunities.
- Conduct customer reviews to discuss Life Insurance protection, retirement goals, income protection, and long-term financial needs.
- Recommend appropriate Life Insurance, retirement products, and other authorized financial solutions based on customer needs and applicable licensing.
- Generate new business through referrals, prospecting, customer outreach, and consistent follow-up while working toward individual and agency production goals.
- Collaborate with team members to identify financial services opportunities, provide exceptional customer experiences, and support continued agency growth.
QUALIFICATIONS & REQUIREMENTS
- Strong communication, relationship-building, and consultative sales skills.
- Self-motivated, goal-oriented, and comfortable working toward performance expectations.
- Positive attitude, professionalism, and strong work ethic.
- Ability to build trust and confidently discuss financial goals with customers.
- Strong organizational skills, attention to detail, and commitment to customer confidentiality.
- Willingness to learn, accept coaching, and continuously improve.
- Previous experience in banking, financial services, investments, insurance, or relationship-based sales is strongly preferred.
- Minnesota Life & Health insurance licenses are required, or willingness to obtain them within an established timeframe.
- Securities registrations such as Series 6 and 63, or other applicable registrations, are strongly preferred. Required registrations and authorizations must be obtained before conducting securities-related business.
- Minnesota Property & Casualty insurance licenses are preferred but not required at the time of hire. Willingness to obtain these licenses as the role develops is expected.
- All required insurance pre-licensing training is paid for by our agency.
COMPENSATION
- Base Salary: $55,000-$65,000 annually
- Annual Performance Based Bonus
This position offers a competitive base salary with additional earning opportunities through performance-based bonuses and incentives.
Bonuses are tied to established production goals, customer relationship development, quality standards, and other approved performance measures.
Compensation and incentive eligibility are subject to applicable licensing, regulatory, and State Farm requirements.
See All 16 Financial Services Representative Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Saint Paul
3 jobsTyler
1 jobDuluth
1 jobRogers
1 jobMarshall
1 jobShakopee
1 jobLakeville
1 jobPrinceton
1 jobRochester
1 jobChanhassen
1 jobNew Brighton
1 jobWhite Bear Lake
1 jobSaint Louis Park
1 jobThief River Falls
1 jobFinancial Services Representative Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
- State Farm12
- Fairview Health Services3
- Essentia Health1
What Minnesota Employers Look For
The qualifications that appear most often in financial services representative jobs across Minnesota.
- Active FINRA Series 6 or Series 7 license required or must obtain within 90 days
- Minnesota Department of Commerce insurance producer license for life or health lines preferred
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of client-facing experience in banking, insurance, or financial services
- Proficiency with CRM platforms and financial planning or account management software
- Strong verbal and written communication skills with a client service orientation
Financial Services Representative Jobs in Minnesota: Frequently Asked Questions
How do you become a financial services representative in Minnesota?
Most financial services representative roles in Minnesota require a combination of a bachelor's degree and one or more industry licenses. For investment-related positions, FINRA Series 6 or Series 7 registration is standard, obtained by passing the relevant exams after joining a FINRA-member firm. For insurance-focused roles, candidates must hold a Minnesota Department of Commerce insurance producer license, which requires passing a state-approved exam and completing a background check before applying.
Which companies hire financial services representatives in Minnesota?
Companies currently hiring financial services representatives in Minnesota include State Farm, Fairview Health Services, and Essentia Health, per current listings on Migrate Mate as of November 2026. Minnesota's headquarters-heavy financial sector, anchored by firms like U.S. Bancorp, Ameriprise Financial, and Securian Financial, means the state sustains a consistently broad range of openings across retail banking, wealth management, and insurance.
Which Minnesota cities have the most financial services representative jobs?
Saint Paul, Tyler, and Duluth hold the most financial services representative openings in Minnesota. Minneapolis drives the largest share due to its concentration of major bank headquarters, insurance carriers, and investment firms, while Saint Paul and Bloomington add volume through corporate campuses and large regional offices that serve both individual and institutional clients across the metro area.
How can I get hired as a financial services representative in Minnesota with little or no experience?
The most realistic entry path is through a bank or credit union teller or personal banker role, which large Minnesota institutions like U.S. Bank branches and TruStone Financial Credit Union routinely fill with candidates who have no prior financial services background. From there, internal mobility into a representative role is common within one to two years. Pursuing your Minnesota Department of Commerce insurance producer license or beginning the FINRA Series 6 exam process before applying gives candidates a clear competitive edge for entry-level openings.
Where can I find and apply to financial services representative jobs in Minnesota?
You can find and apply to financial services representative jobs in Minnesota on Migrate Mate, which lists current openings across the state. Search the listings, find the roles that match your background and location, and apply directly to the ones that fit.
See All 16 Financial Services Representative Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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