Financial Services Representative - Insurance & Wealth Planning

Zach Augustyn - State Farm Agent; Maple Grove (MN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Zach Augustyn - State Farm Agent in Maple Grove, MN is seeking a Financial Services Representative Team Member to market financial products and guide customers through their options with a consultative, sales-minded approach.

Requires Life/Health license and Series 6/63/65 or 7 plus 3+ years in financial services; strong analytical and communication skills, ability to manage multiple priorities in a fast-paced environment. Compensation: $60k–$100k+ annually with benefits and growth opportunities.

Qualifications

• 3+ years of experience in financial services.
• Life/Health license required.
• Series 6, 63, 65 or 7 required.
• Strong analytical and communication skills.
• Goal-oriented and motivated by measurable results.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Multitasking

Sales mindset

Job description

Zach Augustyn - State Farm Agent in Maple Grove, MN is seeking a Financial Services Representative Team Member to market financial products and guide customers through their options with a consultative, sales-minded approach.

Requires Life/Health license and Series 6/63/65 or 7 plus 3+ years in financial services; strong analytical and communication skills, ability to manage multiple priorities in a fast-paced environment. Compensation: $60k–$100k+ annually with benefits and growth opportunities.