Financial Services Representative - State Farm Agent Team Member

Ashleigh Mooney; Alabama; On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Simple IRA

Opportunity for advancement

Paid time off

Relocation bonus

Signing bonus

Job summary

Ashleigh Mooney - State Farm Agent is seeking a Financial Services Representative in Loxley, Alabama. The role involves marketing financial products, consulting customers on financial planning, assisting with portfolio management, and ensuring compliance with regulations. Candidates should have 3+ years of experience and possess FINRA Series 6, 63, and 65 licenses along with Life & Health, Property & Casualty licenses. Compensation ranges from $60,000 to $120,000 annually, reflecting experience and licenses.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills required.
• FINRA licenses required for top salary consideration.

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

Tools

FINRA Series 6 License

FINRA Series 63 License

FINRA Series 65 License

Life & Health License

Property & Casualty License

Job description

Full Time in Loxley - AL

Benefits

• Simple IRA
• Opportunity for advancement
• Paid time off
• Relocation bonus
• Signing bonus

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ashleigh Mooney - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales‑minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63, and 65 licenses required for top salary consideration.
• Life & Health, Property & Casualty licenses required.

Compensation $60,000.00 - $120,000.00 per year