Financial Services Representative - State Farm Agent Team Member

Donwoodson; Fulton (MO); On-site; USD 41,600 - 62,400; Full time

Benefits offered by this job

Opportunity for advancement

Job summary

Donwoodson is looking for a Financial Services Representative – State Farm Agent Team Member in Fulton, Missouri. You will market financial products that manage everyday risks and provide clients with financial education and options.

Candidates should have 3+ years of experience in financial services and strong analytical and communication skills. The role offers a salary range of $41,600.00 – $62,400.00 per year, alongside opportunities for advancement.

Qualifications

• 3+ years of experience in financial services.
• 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.

Skills

Analytical skills

Communication skills

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time in Fulton – MO

Role Description

As a Financial Services Representative – State Farm Agent Team Member with Don Woodson – State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales‑mindful 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.

Benefits

• Opportunity for advancement.

Compensation $41,600.00 – $62,400.00 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.