Financial Services Representative - State Farm Agent Team Member

Scottmcgrew; Ellicott City (MD); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Signing bonus

Training & development

Tuition assistance

Job summary

A financial services agency is seeking a Registered Representative to market financial products and consult customers on financial planning. The role requires strong analytical and communication skills. Ideal candidates will have 3+ years in financial services and relevant licenses (FINRA Series 6 and 63, Life and Health). Join a supportive team dedicated to improving the community while growing your career. This position offers a competitive salary and benefits including performance bonuses and training.

Qualifications

• 3+ years of experience in financial services preferred but not required.
• Analytical and communication skills are a must.
• FINRA Series 6 and 63 licenses preferred.
• Life and Health license preferred.

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

Sales mindset

Customer-focused

Education

FINRA Series 6 & 63 licenses

Life and Health license

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Signing bonus
• Training & development
• Tuition assistance

ROLE DESCRIPTION

At the Scott McGrew Agency, we are more than just an insurance and financial services provider—we are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way.

As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our 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.

Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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 preferred but not required.
• Analytical and communication skills are a must.
• FINRA Series 6 and 63 licenses preferred.
• Life and Health license preferred.