Financial Services Representative - State Farm Agent Team Member

State Farm

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred but not required.

Responsibilities

  • Consult customers on financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Present professionally in virtual meetings with customers.
  • Provide accurate customer service for inquiries about insurance and billing.
  • Develop leads and schedule appointments to identify customer needs.

Benefits

  • 401(k) matching
  • Bonus based on performance
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
Full Job Description
Responsive recruiter

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
  • Wellness resources


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, 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.
  • Ability to present themselves professionally in virtual meetings to our customers.

QUALIFICATIONS:
  • 1+ years of experience in banking, credit union, or financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred but not required.


Compensation: $80,000.00 - $110,000.00 per year

We're Hiring!

We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Ron Mathai - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Ron Mathai - State Farm Agent!

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