Financial Services Representative - State Farm Agent Team Member

Tiona Petrouske - State Farm Agent; Green Bay (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Life Insurance

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Job summary

Tiona Petrouske - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on financial options. You will apply analytical precision to guide clients and support the agency's competitive growth in a consultative manner.

The role emphasizes helping clients with planning, investment options, and asset allocation while maintaining compliance with financial regulations, under the State Farm framework.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred, 7 accepted.

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

FINRA Series 6/63

Job description

Benefits:

• Life Insurance
• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - 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 6 and 63 licenses preferred, 7 accepted.