Financial Services Representative - State Farm Agent Team Member

About the role

As a Financial Services Representative - State Farm Agent Team Member with Al Shattuck - 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 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

Benefits

• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Pay

$120,000.00 - $130,000.00 per year

Schedule

Flexible schedule