Financial Services Representative - State Farm Agent Team Member

About the role

As a personal lines account representative and financial insurance representative with State Farm, 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. 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.

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.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Other relevant certifications (e.g., SIE).

Benefits

• Competitive salary plus commissions
• Health insurance
• Paid time off
• Profit sharing
• Bonus based on performance
• Dental insurance

Pay

$35,000.00 - $50,000.00 per year