Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Maumelle (AR); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Retirement Plan Matching

Bonus based on performance

Competitive salary

Training & development

Job summary

An independent insurance agency in Maumelle, AR is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves providing expert financial advice, consulting on investment options, and maintaining regulatory compliance. The ideal candidate has over three years of experience in financial services and strong analytical skills. Compensation ranges from $40,000 to $60,000 annually with benefits such as retirement plan matching and performance bonuses.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 7 and 63 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

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Role Description

As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - 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.

Benefits

• Retirement Plan Matching
• Bonus based on performance
• Competitive salary
• Training & development

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 7 and 63 licenses preferred.

Compensation: $40,000.00 - $60,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Maumelle, AR And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance