Financial Services Representative - State Farm Agent Team Member

Trevis Beeck - State Farm Agent; Denison (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Trevis Beeck - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on the options to manage risks and plan for their financial futures.

You will assist customers with portfolio management and asset allocation, conduct reviews, and recommend suitable products while maintaining regulatory compliance. This role supports growth and advancement within the agency.

Qualifications

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

Financial planning

Investment options

Customer consultative sales

Regulatory compliance

Tools

SIE license

Series 6/63/65 licenses

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Trevis Beeck - 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.