Financial Services Representative - State Farm Agent Team Member

Rodney Allen - State Farm Agent; Chattanooga (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Life Insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Opportunity for advancement

M-F- 8:30-5:00pm

Job summary

Rodney Allen - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to help manage everyday risks and grow the agency’s client base.

Responsibilities include advising on investments, portfolio reviews, and ensuring regulatory compliance while pursuing opportunities for advancement within the agency.

Qualifications

• 2+ 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.

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 license

Series 6/63/65 licenses

Job description

Benefits

• Life Insurance
• M-F- 8:30-5:00pm
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Rodney Allen - 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

• 2+ 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.