Account Representative - State Farm Agent Team Member

ROLE DESCRIPTION:
Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Health insurance
• Dental insurance
• Vision insurance

Role Overview

• Support and grow the investment planning services practice.
• Work closely with senior advisors.
• Engage prospective clients, qualify investment opportunities.
• Set high-quality planning appointments.
• Assist with backend investment operations and client follow-through.
• Growth-oriented role with clear performance expectations (not just administrative).

Key Responsibilities

Client Outreach & Qualification

• Make outbound calls to warm leads, referrals, and targeted prospects.
• Conduct discovery conversations to assess client goals and fit.
• Qualify prospects for investment planning conversations.
• Schedule well-vetted appointments for senior advisors.
• Answer incoming phone calls for the office.

Investment & Operational Support

• Assist with IPS documentation, onboarding, and account setup.
• Support investment implementation and follow through.
• Coordinate data gathering, paperwork, and client requests.
• Ensure professional and compliance-aligned communication.

Client Experience

• Act as a polished first point of contact for investment prospects.
• Reinforce planning value, next steps, and expectations.
• Ensure smooth handoffs from prospect to advisor to implementation.

Why Work at State Farm IPS?

• Nationally recognized brand with strong client trust.
• Warm referral opportunities.
• Planning-first investment philosophy.
• Long-term career growth in a durable firm.
• Exposure to investments and planning without being thrown into a full advisor role.

Qualifications

Plus

• Series 6 or Series 7 license
• Series 63 license

Required

• Comfort with outbound calls and follow-up.
• Strong professional communication skills.
• Organized, detail-oriented, process-driven.
• Interest in investments, financial planning, and client development.

Ideal Candidate

• Early in investment or wealth management career.
• Comfortable initiating conversations and following through.
• Motivated by performance and growth, not just a paycheck.
• Interested in a career path, not just a short-term job.

Compensation & Growth

• Base salary between $35,000 and $55,000 (based on experience).
• Commission and incentives tied to qualified appointments, asset flow, and execution quality.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees.

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.
If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process

Compensation $35,000.00 - $85,000.00 per year