Financial Services Representative - State Farm Agent Team Member

Corina Marler - State Farm Agent; Fairfield (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Corina Marler - State Farm Agent is seeking a Financial Services Representative to market financial products efficiently. You will use your financial expertise to advise customers on their financial options, ensuring their needs are met through effective portfolio management and compliance with regulations.

The role requires 3+ years of experience and strong analytical skills. Successful candidates will benefit from a competitive salary and various perks, including health insurance and performance bonuses.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses 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.

Job description

Benefits

• Retirement
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Corina Marler - 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.

Compensation

$60,000 – $90,000 per year

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.