Financial Services Representative - State Farm Agent Team Member

Robert Boerner Insurance & Financial Services Inc; Midland (MI); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Robert Boerner Insurance & Financial Services Inc seeks a Financial Services Representative to join the State Farm Agent Team in Midland, MI. In this full-time role, you will work directly with customers, discuss financial planning and investment options, and help clients set long-term goals while mitigating daily risks.

You will conduct reviews, offer suitable products, maintain regulatory compliance, and develop relationships with individuals and small business owners, with opportunities for

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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.

Education

FINRA Series 7 and 63 licenses

Job description

Full Time in Midland - MI

• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals.

Position with include

• Working with customers directly
• Meeting with customers on an annual basis
• Developing plans and strategies to help them achieve their financial goals
• Giving them options that best fit their situation
• Speaking with customers on the phone
• developing relationships with customers and small business owners

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 $75,000.00 - $100,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Midland - MI

Benefits

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

ROLE DESCRIPTION

As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals.

Position with include

• Working with customers directly
• Meeting with customers on an annual basis
• Developing plans and strategies to help them achieve their financial goals
• Giving them options that best fit their situation
• Speaking with customers on the phone
• developing relationships with customers and small business owners

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 $75,000.00 - $100,000.00 per year

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 employmentdecisions regarding their employees.

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