Financial Services Representative - State Farm Agent Team Member

Matthew Sand - State Farm Agent; Hickory Creek (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Parental leave

Training & development

Job summary

Matthew Sand - State Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. You will educate customers on their financial options with a consultative, sales-minded approach and demonstrate analytical precision that adds value to the agency.

In this role you will review portfolios, discuss planning and investment options, and help clients meet long-term goals while ensuring compliance with financial regulations.

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

Financial services experience

Job description

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

Role Description

As a Financial Services Representative with Matthew Sand State Farm, 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.