Financial Services Representative - State Farm Agent Team Member

Basalt, CO; Basalt (CO); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Vision insurance

401(k)

401(k) matching

Health insurance

Job summary

State Farm is seeking a Financial Services Representative to join Andrea Gurule State Farm Agent Team in Basalt, CO. You will market financial products, educate customers on options, and support a consultative approach to planning.

Requirements include 3+ years in financial services, strong analytical and communication skills, and FINRA Series 7 and 63 licenses preferred. Compensation ranges from $45,000 to $100,000 per year with benefits.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.

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

Experience in financial services

Education

FINRA Series 7 and 63 licenses preferred

Job description

Full Time in Basalt - CO

• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Health insurance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Andrea Gurule - 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 7 and 63 licenses preferred.

Compensation $45,000.00 - $100,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.