Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Chino Hills (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical cost reimbursement

Simple IRA wiht 3% Match

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

State Farm Agent Kristi Kim in Chino Hills, CA is seeking a Customer Relations Representative to market financial products, educate clients on options, and support a consultative sales approach. You will help customers manage risk and pursue their financial goals within a dynamic agency environment.

The role emphasizes financial services expertise, customer education, and a results-driven mindset. Excellent communication and analytical skills are essential to thrive in this independent

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE 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

Analytical skills

Communication skills

Financial services experience

Job description

Role Description

As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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.

Benefits

• $400 in medical cost reimbursement
• Simple IRA wiht 3% Match
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

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.

Compensation: $50,000.00 - $60,000.00 per year

We're Hiring!

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Kristi Kim - State Farm Agent may be the right fit for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Chino Hills, CA.
• I have been a State Farm agent since 1988.
• Our agency has received awards including: Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Crystal Excellence Award
• Additional languages spoken: Spanish, Cantonese, and Mandarin

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.