Financial Services Representative - State Farm Agent Team Member

Brian Worley; Moody, Northern (AL, KY); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Bonus based on performance

Flexible schedule

Job summary

Brian Worley State Farm is seeking a Financial Services Specialist to market and educate customers on financial options through a consultative, sales-minded approach. You will analyze client needs and recommend appropriate products to help manage risks and achieve financial goals.

The role emphasizes compliance, portfolio reviews, and ongoing service while offering opportunities for training, advancement, and meaningful customer impact.

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

Sales-oriented

Customer service

Education

Education in financial services

Tools

Series 6/63/65 licenses

SIE license

Job description

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.