Financial Services Representative - State Farm Agent Team Member

State Farm; Loxley (AL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Competitive salary

Opportunity for advancement

Paid time off

Relocation bonus

Signing bonus

Training & development

Job summary

State Farm Agent Ashleigh Mooney is seeking a Financial Services Representative to help market and educate customers about financial products, manage risks, and support agency growth.

The ideal candidate will have 3+ years in financial services, hold FINRA 6/63/65 licenses for top salary consideration, and possess Life & Health and Property & Casualty licenses. The role offers training, development, relocation, and signing bonuses, with a client-first, sales-driven approach.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 6, 63, and 65 licenses required for top salary consideration
• Life & Health, Property & Casualty licenses required

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:

• Simple IRA
• Competitive salary
• Opportunity for advancement
• Paid time off
• Relocation bonus
• Signing bonus
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ashleigh Mooney - 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.
• FINRA Series 6, 63, and 65 licenses required for top salary consideration
• Life & Health, Property & Casualty licenses required