Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Moody (AL); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Advancement

Paid time off

Profit sharing

Training & development

Performance bonus

Flexible schedule

Job summary

Brian Worley State Farm in Moody, AL seeks a Financial Services Specialist to market financial products and educate customers on options with a consultative, sales-minded approach. You will apply analytical precision to aid clients and contribute to a successful local agency.

The role emphasizes customer education, portfolio management, and compliance, with opportunities for advancement and bonuses in a flexible, supportive environment.

Qualifications

• 3+ years of experience in financial services preferred.
• Relevant education in financial services preferred.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Ability to acquire 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

Education

Relevant education in financial services

Licenses: Series 6/63/65 or SIE

Job description

Role Description

As a Financial Services Specialist with Brian Worley 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

• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Bonus based on performance
• Flexible schedule

Role Description

As a Financial Services Specialist with Brian Worley 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 preferred
• Relevant education in financial services preferred
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Ability to acquire SIE, Series 6/63/65, and other relevant certifications.

Compensation: $40,000.00 - $80,000.00 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 Moody, AL 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.