Financial Services Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 2 months ago

Financial Services Representative - State Farm Agent Team Member

State Farm Agent is a well-established agency that has been operating since 1992, providing a supportive and energetic work environment. The Financial Services Representative will market financial products, educate customers on their options, and assist with financial planning and investment management.

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 experienceAnalytical skillsSeries 6/63/657 licensesCommunication skillsConsultative sales approach

Required

Analytical and communication skills
Series 6/63/65 or 7 licenses will be required

Preferred

Experience in financial services preferred

Benefits

401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

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