Life Insurance Position - State Farm Agent Team Member

Insuremke; Mequon (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Hiring bonus

Health stipend

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading financial services firm in Mequon, WI is seeking a Financial Services Representative to assist customers in financial planning and portfolio management. The ideal candidate should have over 3 years of experience in financial services and possess necessary FINRA licenses. This role offers a competitive salary between $60,000 and $100,000 with various benefits including a hiring bonus and flexible schedule.

Qualifications

• 3+ years of experience in financial services preferred.
• 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 skills

Communication skills

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Mequon, WI

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.

Compensation $60,000.00 - $100,000.00 per year

Apply Now

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.

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