Financial Services Representative - State Farm Agent Team Member

Al Shattuck - State Farm Agent; DeWitt (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Base + Commission + Bonuses

Hiring Bonus

401(k)

Health insurance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Al Shattuck - State Farm Agent in DeWitt, Michigan is seeking a Financial Services Representative to market financial products that manage everyday risks. This role requires a consultative approach and analytical precision to educate customers about their financial options.

The candidate will assist with financial planning, portfolio management, and compliance with regulations, aiming for performance-based bonuses and career advancement opportunities.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred: FINRA Series 7 and 63 licenses.

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

Tools

FINRA Series 7 license

FINRA Series 63 license

Job description

Benefits

• Base + Commission + Bonuses
• Hiring Bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Al Shattuck - 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.
• FINRA Series 7 and 63 licenses preferred.