Financial Services Representative - State Farm Agent Team Member

Haleh Krauter Insurance Agency, Inc.; Fishers (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Simple IRA

Bonus based on performance

Opportunity for advancement

Job summary

Haleh Krauter Insurance Agency, Inc. in Fishers, IN is seeking a Financial Services Representative to market financial products, educate customers on options, and support growth of the agency.

The role emphasizes analytical insight, consultative selling, and a commitment to helping clients manage risk and build secure financial futures. Competitive compensation and advancement opportunities are available.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Review their current insurance portfolio to ensure adequate protection.
• Conduct financial reviews and recommend appropriate products.

Skills

Analytical skills

Communication skills

Sales aptitude

Tools

Series 6/63/65 or SIE licenses

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Fishers - IN

Benefits

• Generous PTO
• Simple IRA
• Bonus based on performance
• Opportunity for advancement

Role Description

As a Financial Services Representative with the Krauter Insurance and Financial Services 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.
• Review their current insurance portfolio to ensure adequate protection.
• Conduct financial reviews and recommend appropriate products.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

About Us

• The Krauter Agency has been a successful agency in the Insurance and Financial services arena for 34 years. Haleh herself has been securities licensed since 1996. Our Registered Rep is nearing retirement and thus we have an opening and customers who need our services. Our only goal is to take care of people by having a servant's heart. Income opportunity is unlimited for the person who is personable, does the work to meet with people and serves the customer's needs before theirs.

Compensation $60,000.00 - $90,000.00 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.

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