Financial Services Representative - State Farm Agent Team Member

State Farm

$75K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services and planning
  • Strong analytical and communication skills
  • Preferred: FINRA Series 6 and 63 licenses

Responsibilities

  • Consult customers on 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

  • Health Reimbursement Account
  • 401(k) matching
  • Performance-based bonuses
  • Opportunity for advancement
Full Job Description
Responsive recruiter

Replies within 24 hours

Benefits:
  • Health Reimbursement Account
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Andy Hedlund - 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 ability to have needs based conversations around retirement planning 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 and planning.
  • Analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred.

COMPENSATION
  • $75,000 Per year
  • BONUSES based on production in the following areas:
    • Brokerage and Advisory Accounts
    • Life Insurance
    • Annuities
    • Disability and Supplemental Health


Compensation: $75,000.00 - $200,000.00 per year

Ready to Launch Your Career?

We are a very busy office and are looking for our next great team member. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency

  • Our office is located in Rogers, MN..

If you want a career, not a job, then we encourage you to apply

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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