Financial Services Representative - State Farm Agent Team Member

Ryan Brewington - State Farm Agent; Clifton Heights (Delaware County); On-site; USD 45,000 - 75,000; Full time

Job summary

Ryan Brewington - State Farm Agent is seeking a Financial Services Representative to educate customers on financial options and manage investment discussions. You will guide clients through planning, asset allocation, and product recommendations while ensuring regulatory compliance.

The role emphasizes a consultative, sales-minded approach and relies on licenses and certifications to support financial product guidance within a State Farm agency.

Qualifications

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

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Brewington - 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 certifications.