Financial Services Representative - State Farm Agent Team Member
About the role
Consult with customers on comprehensive financial planning and investment options to meet their unique goals.
Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives.
Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth.
Collaborate with the Agent to develop effective strategies for financial planning meetings.
Responsibilities
- Ensure all activities comply with financial regulations and industry standards.
- Develop and implement comprehensive financial plans for clients.
- Provide ongoing support and advice to clients throughout their financial journey.
Requirements
- 3+ years of experience in financial services, demonstrating your expertise and commitment to client success.
- Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred.
Qualifications
- Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently.
- A genuine passion for helping others protect their financial future and achieve peace of mind.
Skills
- Strong communication and interpersonal skills.
- Ability to analyze financial data and provide strategic recommendations.
- Knowledge of various financial products and services.
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Training & development
- Tuition assistance
Pay
Salary is competitive and commensurate with experience.
Schedule
Hours are flexible and can vary based on business needs.
Benefits
- Health insurance coverage
- Paid time off
- Professional development opportunities
State Farm Information
We're Hiring!
Our busy insurance and financial services office is passionate about making a positive impact in the lives of others and improving the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works collaboratively towards our goals, enjoying the process and achieving success together.
If you are committed to excellence and personal achievement, and want to make a meaningful difference, we could be the perfect fit for you!
Apply now and join our team!
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.