Financial Services Representative - State Farm Agent Team Member

State Farm

$70K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Life & Health license (required)
  • FINRA Series 6/63/65 or 7 license preferred
  • 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

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

Replies within 24 hours

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


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with drew karis - 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).
  • FINRA Series 6/63/65 or 7 license preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor


Compensation: $70,000.00 - $100,000.00 per year

Seeking Currently Licensed Applicants Only

Come work with an energetic, fun team at drew karis - State Farm Agent!
About Our Agency

  • Our office is located in La Grange.

Seeking Currently Licensed Applicants Only

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