Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Missouri; On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Salary PLUS commissions

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Competitive salary

Dental insurance

Job summary

State Farm Agent in Missouri seeks a personal lines account representative and financial insurance representative to market financial products, educate customers on options, and apply analytical precision to serve as a valuable resource to clients and the agency.

You will consult on insurance and retirement planning, help manage portfolios, and ensure compliance with financial regulations while working with a local team.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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

Experience in financial services

Job description

Role Description

As a personal lines account representative and financial insurance representative with State Farm, 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

• Competitive Salary PLUS commissions
• Health insurance
• Paid time off
• Profit sharing
• Bonus based on performance
• Competitive salary
• Dental insurance

Role Description

As a personal lines account representative and financial insurance representative with State Farm, 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.

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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Compensation: $35,000.00 - $50,000.00 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 St.Robert, MO 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.