Financial Services Representative - State Farm Agent Team Member

State Farm

$50K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA SIE, Series 6/63/65 or 7 license
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor

Responsibilities

  • Consult customers on financial planning, investment options, and life/health insurance coverage
  • Identify customer needs and present tailored insurance solutions
  • Proactively generate and follow up on leads to drive new business
  • Conduct financial reviews and recommend appropriate products
  • Maintain compliance with financial regulations

Benefits

  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Flexible schedule
Full Job Description
Responsive recruiter

Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Jason Carr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA SIE, Series 6/63/65 or 7 license.
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor


Compensation: $50,000.00 - $125,000.00 per year

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