Financial Services Representative - State Farm Agent Team Member

Gladwininsurance; Bay City (MI); On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Lori Harrison - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on their options, and support growth at the Bay City, MI office.

The role emphasizes sales-minded, consultative advising with a strong emphasis on compliance and client service, supported by benefits and a competitive compensation package.

Qualifications

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

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

Financial services

Analytical skills

Communication skills

FINRA licenses

Job description

Financial Services Representative - State Farm Agent Team Member

Location: Bay City, MI. Employment Type: Full Time.

Benefits

• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Lori Harrison - 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: $40,000.00 - $100,000.00 per year.