Financial Services Representative - State Farm Agent Team Member

Connie Hwang - State Farm Agent; Fullerton (CA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Job summary

Connie Hwang - State Farm Agent seeks a Financial Services Representative to market financial products and educate customers on their options. You will bring a consultative sales approach, reinforced by strong analytical skills, to help clients manage risk and grow their assets.

Key duties include advising on planning and investments, guiding asset allocation, and ensuring regulatory compliance. This role offers growth opportunities within a trusted State Farm agent office.

Qualifications

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

Tools

Licensing Series 6/63/65/SIE

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Connie Hwang - 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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.