Financial Services Representative - State Farm Agent Team Member

State Farm

$75K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services.
  • Strong analytical skills for financial assessment.
  • Excellent communication skills for client interaction.
  • FINRA Series 7 and 63 licenses preferred.

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.

Benefits

  • 401(k) plan with matching contributions.
  • Performance-based bonuses.
  • Company-sponsored gatherings and events.
  • Comprehensive dental and vision insurance.
  • Opportunities for training and development.
Full Job Description
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Jennifer Tinsley - 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.
  • Maintain compliance with financial regulations.

QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.


Compensation: $75,000.00 - $175,000.00 per year

Similar Jobs

  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Denver, CO 80219 (Denver County)
  • AmTrust Financial Services
    Senior Underwriter
    $87K — $130K *
    AmTrust Financial Services
    Remote
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Denver, CO 80219 (Denver County)
  • MANNING & NAPIER
    FINANCIAL ADVISOR
    $75K — $150K *
    MANNING & NAPIER
    Remote
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Denver, CO 80219 (Denver County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Denver, CO 80219 (Denver County)

More Jobs at State Farm

More Finance & Insurance Jobs

Find similar Financial Services Representative - State Farm Agent Team Member jobs: