Financial Services Advisor: Growth & Flexible Schedule

Devin Graham - State Farm Agent; Traverse City (MI); On-site; USD 40,000 - 58,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Devin Graham - State Farm Agent is seeking a Financial Services Representative team member in Traverse City, MI. You will market financial products, educate customers on options, and support the agency with sales-driven, consultative approaches.

The role emphasizes licensing, regulatory compliance, and proactive lead generation to grow the customer base while delivering excellent service and policy reviews.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 or SIE license is required.
• Prior experience in financial services or insurance is preferred.

Responsibilities

• Consult customers on financial planning, investments, and insurance.
• Identify customer needs and present tailored solutions.
• Generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Life & Health license

FINRA licenses

Financial services experience

Communication skills

Customer-focused

Job description

Devin Graham - State Farm Agent is seeking a Financial Services Representative team member in Traverse City, MI. You will market financial products, educate customers on options, and support the agency with sales-driven, consultative approaches.

The role emphasizes licensing, regulatory compliance, and proactive lead generation to grow the customer base while delivering excellent service and policy reviews.