Financial Services Representative - State Farm Agent Team Member

Jarred-Butler---State-Farm-Agent; Brandenburg (KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Jarred Butler - State Farm Agent seeks a Financial Services Representative to market financial products and educate customers on options. You will use analytical precision to support clients and contribute to the agency's competitive edge.

Role emphasizes sales-minded consultation, with flexible work-from-home options. Candidates should have 3+ years in financial services and relevant licenses or certificates, with a willingness to expand credentials.

Qualifications

• Analytical and communication skills required.
• 3+ years of experience in financial services.
• Licenses: Series 6/63/65 preferred; SIE and related certificates helpful.

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

Series 6/63/65 licenses

SIE license

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jarred Butler - 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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certificates.

Flexible work from home options available.