Financial Services Representative - State Farm Agent Team Member

Jesse Torres - State Farm Agent; Hermiston (OR); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Free uniforms

Paid time off

Signing bonus

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

Jesse Torres - State Farm Agent in Hermiston, OR is seeking a proactive Financial Services Representative to educate customers on financial options and manage everyday risks with a consultative approach. You will market financial products, perform portfolio reviews, and support compliance within a team-driven, customer-focused environment.

The role emphasizes analytical assessment, strong communication with clients, and ongoing professional development to grow client relationships and help

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

Job description

Benefits:

• Free uniforms
• Paid time off
• Signing bonus
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Free food & snacks

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Jesse Torres - 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.