Financial Services Representative - State Farm Agent Team Member

Tommy Taylor - State Farm Agent; Lewes (DE); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Tommy Taylor - State Farm Agent is seeking a Financial Services Representative to market State Farm financial products, educate customers on options, and apply analytical precision to client needs in a sales-minded, consultative role.

You will consult on financial planning, assist with portfolio management, conduct reviews, and maintain compliance, with flexible work-from-home options and opportunities for advancement.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6 or 7 and series 63 preferred and/or Life/Health insurance licenses.

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

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Tommy Taylor - 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.
• Series 6 or 7 and series 63 preferred and/or Life/Health insurance licenses.

Flexible work from home options available.