Financial Services Advisor – Planning, Investments & Growth

State Farm Agent; Moore (OK); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Bonus based on performance

Competitive salary

Paid holidays

Job summary

State Farm Agent Scott Tabares is seeking a Financial Services Representative Team Member to market and educate customers on financial products that help manage daily risks. You will apply your knowledge of investments and insurance options with a consultative, sales-minded approach to grow the agency.

This busy office values motivation and teamwork. Compensation ranges from $60,000 to $120,000 per year, with health insurance, PTO, 401(k), and performance-based bonuses.

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

Sales mindset

Financial product knowledge

Job description

State Farm Agent Scott Tabares is seeking a Financial Services Representative Team Member to market and educate customers on financial products that help manage daily risks. You will apply your knowledge of investments and insurance options with a consultative, sales-minded approach to grow the agency.

This busy office values motivation and teamwork. Compensation ranges from $60,000 to $120,000 per year, with health insurance, PTO, 401(k), and performance-based bonuses.