Financial Services Rep — Growth, Planning & Compliance

Roberta Storm - State Farm Agent; Bismarck (ND); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Roberta Storm - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products that manage daily risks. You will apply analytical precision and a consultative approach to advise on financial options, investments, and portfolio strategies.

The role emphasizes compliance with regulations, customer education, and a sales-minded service mindset within a supportive agency team environment.

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

Financial services experience

Analytical skills

Communication skills

Education

SIE/Series 6/63/65 licenses or equivalents

Job description

Roberta Storm - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products that manage daily risks. You will apply analytical precision and a consultative approach to advise on financial options, investments, and portfolio strategies.

The role emphasizes compliance with regulations, customer education, and a sales-minded service mindset within a supportive agency team environment.