Financial Services Representative - State Farm Agent Team Member

Mitch Harris - State Farm Agent; Indianapolis (IN); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Parental leave

Training & development

Paid training

SIMPLE IRA with Employer match

Job summary

Mitch Harris - State Farm Agent in Indianapolis, Indiana is seeking a Financial Services Representative to market financial products and consult customers. This hybrid role involves assisting with retirement planning and managing relationships with existing customers. The ideal candidate will have experience in financial services, strong analytical, and communication skills.

The position offers a competitive salary, uncapped earning potential, and benefits such as health reimbursement accounts and parental leave.

Qualifications

• 3+ years of experience in financial services.
• Ability to obtain Indiana Property and Casualty producer license by start date.
• Active Indiana Life and Health producer license.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate insurance and financial services products.

Skills

Analytical skills

Communication skills

Understanding of financial products

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Parental leave
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative with Mitch Harris- State Farm Agency, you will successfully market the financial products that manage everyday risks and help our customers reach their financial goals. 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. You will be provided with leads and will be able to help services customers whom we already have built a trusted relationship with. This is a hybrid role that will provide you with the opportunity to not only help individuals and families with insurance but also help them in planning for retirement and reach their financial goals. We are an agency in growth-mode, investing heavily in the success of our team.

RESPONSIBILITIES

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate insurance and financial services products.
• Maintain compliance with financial regulations.
• Assist in the day-to-day operations of the agency including making outbound and taking incoming calls.

QUALIFICATIONS

• Ability to obtain Indiana Property and Casualty producer license by start date
• Active Indiana Life and Health producer license
• 3+ years of experience in financial services.
• Analytical and communication skills.
• Strong understanding of financial products and services.
• FINRA Series 6, 63, and 65 licenses preferred.
• Detail oriented with strong organizational skills
• Have the ability to learn quickly both systems and products

Benefits

• This role provides a base salary with an uncapped earning potential.
• PTO
• Bonuses
• SIMPLE IRA with Employer match
• Health Reimbursement Account
• Paid training
• Parental leave after 1 year of employment