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
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
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 StageRecent News
The Business Journal
2026-01-09
2026-01-09
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