Financial Services Representative - State Farm Agent Team Member
About the role
As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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.
- Absorb customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Ability to present yourself professionally in virtual meetings to our customers.
Qualifications
- 1+ years of experience in banking, credit union, or financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred but not required.
Benefits
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Wellness resources
About the Agency
Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events.
Team Values
- Integrity
- Ownership
- Humility
- Teamwork
- Positivity
- Excellence
- Growth
- A touch of awesomeness
Compensation
$80,000.00 - $110,000.00 per year