Financial Services Representative - State Farm Agent Team Member

Don Woodson - State Farm Agent; Fulton (MO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Opportunity for advancement

Job summary

Don Woodson - State Farm Agent in Fulton, MO seeks a Financial Services Representative to market financial products and educate customers on their options. You will use consultative advice to assist with risk management and growth strategies, while leveraging state-of-the-art technology and mentoring to grow your career within the agency.

The role emphasizes analytical precision, customer education, and compliance with financial regulations as you offer portfolio management and investment

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.

Skills

Analytical skills

Communication skills

Customer-focused

Education

FINRA Series 7 license

FINRA Series 63 license

Job description

• Opportunity for advancement

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-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: $41,600.00 - $62,400.00 per year

Do you want to work with someone who will help you achieve YOUR goals?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our well-trained team uses state of the art technology to achieve outstanding results. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit andhave a desire to win and achieve results, please consider joining our team.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Fulton, MO.
• I have been a State Farm agent since 1985.
• I am a proud graduate of the University of Missouri - Agriculture Ed. Degree.
• Our agency has received awards including: President's Club, Ambassador Travel, National Quality Award, and Silver Scroll

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.

Slide 2 of 2: Our office is in the Brick District

Join a community of good neighbors

• Make a difference in your community every day
• Gain confidence and grow your career
• Earn benefits and rewards that are second to none