Financial Services Representative - State Farm Agent Team Member

Laura Mckay - State Farm Agent; Germantown (TN); On-site; USD 30,000 - 35,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Training & development

Job summary

Laura Mckay - State Farm Agent in Germantown, Tennessee is seeking a Financial Services Representative to market and educate customers on financial products. The role offers a competitive base salary between $30,000 to $35,000 plus performance bonuses based on individual success.

The ideal candidate will have over a year of experience in financial services and preferred licenses such as FINRA Series 7 and 63. This is a great growth opportunity with training and advancement available.

Qualifications

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred: FINRA Series 7 and 63 licenses.

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

Financial planning

Asset allocation

Analytical skills

Communication skills

Job description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Training & development

Role Description:

As a Financial Services Representative - State Farm Agent Team Member with Laura Mckay - 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. This role offers a base salary of $30,000 - $35,000 plus commission and performance bonuses, giving top performers the opportunity to earn more.

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:

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