Financial Services Representative - State Farm Agent Team Member

Alistair Filmore - State Farm Agent; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

License Reimbursement

Performance Bonus

Advancement opportunity

Training & development

Job summary

Alistair Filmore State Farm is seeking a Financial Services Representative to market and manage financial products that protect and grow customers' wealth. You will apply a consultative approach to educate clients on options, using analytical precision to support informed decisions and meeting sales goals.

This role offers a Base + Commission structure, training, and opportunities for advancement within a supportive agency environment.

Qualifications

• Analytical and communication skills.
• Ability to work in a Base + Commission environment.
• Series 6/63/65 or SIE licenses preferred. Pathway to licensing offered.
• Life & Health Producers License preferred. Pathway to licensing offered.

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 product knowledge

Education

Series 6/63/65 or SIE license

Life & Health Producers License

Job description

Benefits:

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

ROLE DESCRIPTION:

As a Financial Services Representative with Alistair Filmore State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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.

If you are looking to enter the wealth management industry, this may be a great role for you.

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:

• Ability to work in a Base + Commission environment.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred. Pathway to licensing offered.
• Life & Health Producers License preferred. Pathway to licensing offered.