Financial Services Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 4 months ago

Financial Services Representative - State Farm Agent Team Member

State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. The role involves consulting customers on financial planning, assisting with portfolio management, and ensuring compliance with financial regulations.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

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

Qualification

Financial services experienceFINRA Series 6 licenseFINRA Series 63 licenseAnalytical skillsCommunication skills

Required

2+ years of experience in financial services
Analytical and communication skills
FINRA Series 6 and 63 licenses required

Benefits

Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Company data provided by crunchbase