Financial Services Rep — Growth Path, 401(k) Match + Bonus

Robert Boerner Insurance & Financial Services Inc; Midland (MI); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Robert Boerner Insurance & Financial Services Inc seeks a Financial Services Representative to join the State Farm Agent Team in Midland, MI. In this full-time role, you will work directly with customers, discuss financial planning and investment options, and help clients set long-term goals while mitigating daily risks.

You will conduct reviews, offer suitable products, maintain regulatory compliance, and develop relationships with individuals and small business owners, with opportunities for

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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.

Education

FINRA Series 7 and 63 licenses

Job description

Robert Boerner Insurance & Financial Services Inc seeks a Financial Services Representative to join the State Farm Agent Team in Midland, MI. In this full-time role, you will work directly with customers, discuss financial planning and investment options, and help clients set long-term goals while mitigating daily risks.

You will conduct reviews, offer suitable products, maintain regulatory compliance, and develop relationships with individuals and small business owners, with opportunities for