Financial Services Representative - State Farm Agent Team Member

Robert Boerner - State Farm Agent; Midland (MI); On-site; USD 60,000 - 80,000; 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 - State Farm Agent in Midland, Michigan is looking for a Financial Services Specialist to market financial products and support customers in managing risks and achieving financial goals. You will work directly with clients to develop strategies that suit their needs and provide expert guidance in financial planning.

The ideal candidate has over three years of experience in financial services, strong analytical and communication skills, and preferably holds FINRA Series 7 and 63 licenses. Join our team to help customers secure their financial future.

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.

Skills

Analytical skills

Communication skills

Job description

Benefits

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

Role Description

As a Financial Services specialist 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.

• 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.