Financial Services Representative: Growth, Licensing & Training

Alistair Filmore - State Farm Agent; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

License Reimbursement

Performance Bonus

Advancement opportunity

Training & development

Job summary

Alistair Filmore State Farm is seeking a Financial Services Representative to market and manage financial products that protect and grow customers' wealth. You will apply a consultative approach to educate clients on options, using analytical precision to support informed decisions and meeting sales goals.

This role offers a Base + Commission structure, training, and opportunities for advancement within a supportive agency environment.

Qualifications

• Analytical and communication skills.
• Ability to work in a Base + Commission environment.
• Series 6/63/65 or SIE licenses preferred. Pathway to licensing offered.
• Life & Health Producers License preferred. Pathway to licensing offered.

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 product knowledge

Education

Series 6/63/65 or SIE license

Life & Health Producers License

Job description

Alistair Filmore State Farm is seeking a Financial Services Representative to market and manage financial products that protect and grow customers' wealth. You will apply a consultative approach to educate clients on options, using analytical precision to support informed decisions and meeting sales goals.

This role offers a Base + Commission structure, training, and opportunities for advancement within a supportive agency environment.