Financial Services Representative - State Farm Agent Team Member

Michael Hodge - State Farm Agent

$75K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services
  • Strong analytical skills
  • Excellent communication abilities
  • Preferred: Series 6/63/65 or SIE licenses
  • Possession of SIE or relevant certifications

Responsibilities

  • Consult with customers on financial planning and investments
  • Assist customers in managing portfolios and asset allocation
  • Conduct regular financial reviews and product recommendations
  • Ensure compliance with financial regulations

Benefits

  • Flexible work from home options available
Full Job Description
ROLE DESCRIPTION:As a Financial Services Representative with Michael Hodge State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
  • SIE, Series 6/63/65, and other relevant certifications.


Flexible work from home options available.

Compensation: $75,000.00 - $125,000.00 per year

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.

Michael Hodge - State Farm Agent

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Cantonment, FL and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning


Company Website:

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