Financial Services Representative - State Farm Agent Team Member

State Farm

$65K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years experience in financial services preferred.
  • Strong analytical and communication skills essential.
  • Must be comfortable in a commission-based compensation model.
  • Preferred licenses include Series 6/63/65 or SIE.
  • Possession of Life & Health Producer's License required.

Responsibilities

  • Consult with customers on financial planning and investment strategies.
  • Assist in managing customer portfolios and asset allocations.
  • Conduct financial reviews and suggest suitable products.
  • Ensure compliance with applicable financial regulations.

Benefits

  • Health insurance coverage.
  • Opportunities for career advancement.
  • Paid time off for work-life balance.
  • Access to training and professional development.
  • Performance-based bonuses available.
  • Company-sponsored social events and parties.
  • Employee discount programs.
  • Complimentary food and snacks available.
Full Job Description
Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Company parties
  • Employee discounts
  • Free food & snacks


ROLE DESCRIPTION:As a Financial Services Representative with Daniel Lauger State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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:
  • Ability to work in a Base + Commission environment.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
  • Life & Health Producers License
  • SIE, Series 6/63/65, and other relevant certifications.


Compensation: $65,000.00 - $110,000.00 per year

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 Milton, GA and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning


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.

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