Financial Services Advisor: Insurance & Wealth Planning

Carey Heitman - State Farm Agent; Saint Robert (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Salary PLUS commissions

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Dental insurance

Job summary

Carey Heitman - State Farm Agent is seeking a personal lines account representative and financial insurance representative in Missouri. You will market financial products, educate customers on options, and apply a consultative approach to risk management. Strong analytical skills and a sales-minded attitude are essential for success.

Responsibilities include financial planning discussions, portfolio reviews, and ensuring compliance with regulatory requirements to serve customers effectively.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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.

Skills

Analytical skills

Communication skills

Financial services experience

Education

Series 6/63/65 or SIE licenses

Other relevant certifications

Job description

Carey Heitman - State Farm Agent is seeking a personal lines account representative and financial insurance representative in Missouri. You will market financial products, educate customers on options, and apply a consultative approach to risk management. Strong analytical skills and a sales-minded attitude are essential for success.

Responsibilities include financial planning discussions, portfolio reviews, and ensuring compliance with regulatory requirements to serve customers effectively.