Financial Services Advisor | Flexible Schedule & Growth

Lisa-Sams---State-Farm-Agent; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Lisa Sams - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support agency growth.

You will consult on planning, investments, and insurance; maintain compliance, generate leads, and deliver customer-focused service.

Active Life & Health license required or able to obtain; FINRA license preferred; strong communication and analytical skills.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Identify customer needs and present tailored insurance solutions
• Proactively generate and follow up on leads to drive new business
• Conduct financial reviews and recommend appropriate products
• Maintain compliance with financial regulations

Skills

Communication skills

Analytical skills

Sales mindset

Job description

Lisa Sams - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support agency growth.

You will consult on planning, investments, and insurance; maintain compliance, generate leads, and deliver customer-focused service.

Active Life & Health license required or able to obtain; FINRA license preferred; strong communication and analytical skills.