Financial Services Representative - State Farm Agent Team Member

Ourso Insurance; Baton Rouge, Northern (LA, KY); Hybrid; USD 45,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Clifton Ourso Jr - State Farm Agent in Baton Rouge, LA is seeking a Financial Services Representative to market financial products that manage everyday risks and educate customers on their financial options. You will provide investment guidance and help clients navigate portfolio choices in a consultative, sales-minded environment.

With 3+ years in financial services and strong analytical/communication skills, you’ll support clients while ensuring compliance with industry regulations.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

Strong analytical skills

Excellent communication

Sales-minded

Job description

Full Time in Baton Rouge - LA

Replies within 24 hours

• 401(k)
• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Signing bonus

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - 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

• 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.

QUALIFICATIONS

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

Financial Services Representative - State Farm Agent Team Member

Full Time in Baton Rouge - LA

Responsive recruiter Replies within 24 hours

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - 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

• 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.

QUALIFICATIONS

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

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