Financial Services Representative - State Farm Agent Team Member

Joe Woelfle - State Farm Agent; Mequon (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hiring bonus

Health stipend

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Joe Woelfle - State Farm Agent in Wisconsin seeks a Financial Services Representative to market and educate customers on financial products that manage daily risks and long-term wealth.

You will analyze client needs, guide investment options, and ensure adherence to regulations, with a focus on growth opportunities, training, and advancement within the agency.

Qualifications

• 3+ years of experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 6/63/65 or 7 licenses will be 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

Communication

Sales mindset

Job description

Benefits:

• Hiring bonus
• Health stipend
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their 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 preferred.
• Analytical and communication skills.
• FINRA Series 6/63/65 or 7 licenses will be required.