Financial Services Representative - State Farm Agent Team Member

Timkeefe; Clute (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Timkeefe in Clute, Texas is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and helping customers manage their financial risks, fulfilling the agency's mission to be a reliable resource during financial challenges.

The ideal candidate will have strong analytical and communication skills, a college degree in finance or related field, or 3+ years of experience in financial services. Health insurance and a competitive salary are among the benefits offered.

Qualifications

• 3+ years of experience in financial services or related degree.
• Ability to consult customers on financial planning.
• Proficiency in compliance with financial regulations.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.

Skills

Analytical skills

Communication skills

Education

College Degree in Finance or related field

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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

• College Degree in Finance or related field of study, or 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.