Financial Services Representative - State Farm Agent Team Member

Isabelismyagent; Fairfax (VA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Life Insurance

Bonus based on performance

Paid time off

Parental leave

Training & development

Supportive team environment

Strong growth potential

Job summary

A financial services agency in Fairfax, VA is looking for a Financial Services Representative to assist clients with financial planning and investment options. The position requires significant analytical and communication skills, alongside certifications such as SIE and Series 6, 63, and 65. Candidates will manage customer portfolios and ensure compliance with financial regulations. The role offers a base salary of $45,000 - $65,000 plus commission, in a supportive and growth-oriented environment.

Qualifications

• 3+ years of experience in financial services.
• Active SIE, Series 6, Series 63 and Series 65 required.

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

SIE

Series 6

Series 63

Series 65

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Fairfax - VA

Benefits

• Life Insurance
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

ROLE DESCRIPTION

As a Financial Advisor with Isabel Nguyen State Farm Agency, 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.
• Active SIE, Series 6, Series 63 and Series 65.

WHAT WE OFFER

• Base salary + commission
• An existing book of business
• In-person role with strong growth potential
• Supportive team and positive work environment

Compensation $45,000.00 - $65,000.00 per year

Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents/employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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