Financial Services Representative - State Farm Agent Team Member

Laceywainsurance; Lacey (WA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Laceywainsurance is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, educate customers on their options, and assist in financial planning. With your 2+ years of financial services experience, strong analytical and communication skills are essential. The position offers flexible work from home options and is based out of Lacey, Washington.

Key responsibilities include conducting financial reviews, assisting with portfolio management, and maintaining compliance with regulations. Competitive benefits, including health and dental insurance, are also provided.

Qualifications

• 2+ years of experience in financial services.
• FINRA Series 6, 63 and 65 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

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Kevin Hayward - 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

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63 and 65 licenses preferred.

Flexible work from home options available.