Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Moore (OK); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Bonus based on performance

Competitive salary

Paid holidays

Job summary

State Farm Agent Scott Tabares is seeking a Financial Services Representative Team Member to market and educate customers on financial products that help manage daily risks. You will apply your knowledge of investments and insurance options with a consultative, sales-minded approach to grow the agency.

This busy office values motivation and teamwork. Compensation ranges from $60,000 to $120,000 per year, with health insurance, PTO, 401(k), and performance-based bonuses.

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

Sales mindset

Financial product knowledge

Job description

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Scott Tabares - State Farm Agent, 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

• Health insurance


• Paid time off


• 401(k)


• Bonus based on performance


• Competitive salary


• Paid holidays

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Scott Tabares - State Farm Agent, 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: $60,000.00 - $120,000.00 per year

Are You Driven & Ambitious?

We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency

• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.


• I have been a State Farm agent since 2012.


• Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.


• We currently have 8 team members at our agency.


• Our agency has received awards including: Ambassador Travel, Legion of Honor, Senior Vice President's Club, Silver Scroll, Bronze Tablet, and New Agent Program Qualifier

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.