Financial Services Representative – Investments & Life Insurance
Location: Sioux City, Iowa
Company: Dunagan Ins & Fin Srvcs Inc dba Maggie Dunagan, State Farm Agency
Employment Type: Full-Time
About the Opportunity
Are you passionate about helping people build financial security and protect what matters most? Our State Farm Agency is seeking a motivated, relationship-driven Financial Services Representative who specializes in investments and life insurance. This role is ideal for someone who enjoys educating clients, identifying financial needs, and providing personalized solutions that help individuals and families achieve their long-term financial goals.
As a trusted financial professional, you will work closely with clients to develop comprehensive strategies that include life insurance, retirement planning, and investment solutions while collaborating with our insurance team to deliver an exceptional customer experience.
Responsibilities
- Develop and maintain strong relationships with new and existing clients.
- Conduct financial needs analyses and recommend appropriate life insurance and investment products.
- Educate clients on retirement planning, wealth accumulation, income protection, and legacy planning strategies.
- Generate new business through referrals, networking, community involvement, and proactive outreach.
- Review client portfolios and financial plans to ensure recommendations continue to meet their goals.
- Collaborate with agency team members to identify cross-selling opportunities and provide comprehensive financial solutions.
- Maintain compliance with all applicable licensing, regulatory, and company requirements.
- Stay current on financial products, market trends, and industry regulations.
- Document client interactions and maintain accurate records using agency systems.
Qualifications
- Active Life & Health Insurance License (required or ability to obtain).
- FINRA Series 6 license (preferred).
- Series 63 and/or Series 65 license (preferred).
- Strong understanding of investment products, retirement planning, and life insurance strategies.
- Excellent communication, presentation, and relationship-building skills.
- Self-motivated with the ability to work independently and as part of a team.
- Sales experience in financial services, banking, insurance, or wealth management preferred.
- Strong organizational skills and attention to detail.
- Commitment to providing exceptional client service and acting in clients' best interests.
What We Offer
- Competitive base salary plus performance-based commissions and bonuses.
- Opportunities for professional growth and ongoing training.
- Supportive team environment with access to State Farm resources.
- Marketing and lead-generation support.
- Paid time off and holiday benefits.
- Retirement savings opportunities.
- Flexible work environment (where applicable).
Why Join Our Agency?
At our State Farm Agency, we believe financial planning is about more than products—it's about helping people prepare for life's biggest milestones and unexpected challenges. You'll have the opportunity to make a meaningful impact by helping clients protect their families, grow their wealth, and plan confidently for the future.
If you're passionate about building lasting client relationships and providing trusted financial guidance, we'd love to hear from you.
Apply today by submitting your resume and a brief summary of your financial services experience.
Pay: From $54,000.00 per year
Benefits:
Work Location: In person
