Financial Services Representative - State Farm Agent Team Member

Trevis Beeck - State Farm Agent; Denison (IA); On-site; USD 55,000 - 75,000; 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 their options. You will apply analytical precision and a consultative approach to assist customers in managing everyday risks.

Responsibilities include consulting on planning and investment options, portfolio management, financial reviews, and maintaining compliance with regulations.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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

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.