Financial Services Representative - State Farm Agent Team Member

Michael Hodge State Farm; Cantonment (FL); Remote; USD 48,000 - 78,000; Full time

Benefits offered by this job

Flexible remote work

Job summary

Michael Hodge State Farm is seeking a Financial Services Representative to educate customers on financial options and help grow their investment and depositor portfolios. You will consult on planning, assist with asset allocation, and conduct reviews to recommend suitable products.

The role emphasizes a consultative, sales-minded approach while ensuring adherence to industry regulations; flexible work-from-home options are available.

Qualifications

• Minimum 3 years of experience in financial services.
• Strong analytical and communication skills.
• Licenses: SIE, Series 6/63/65 or related certifications 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

Analytical skills

Communication skills

Education

SIE licenses

Job description

ROLE DESCRIPTION:

As a Financial Services Representative with Michael Hodge State Farm, 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 certifications.

Flexible work from home options available.