Financial Services Representative - State Farm Agent Team Member

Andrew Roach - State Farm Agent; Newport (AR); On-site; USD 45,000 - 65,000; Full time

Job summary

Andrew Roach - State Farm Agent is seeking a Financial Services Representative to grow a client-focused financial services practice. You will educate customers on planning strategies, guide them through investment options, and help build personalized portfolios while staying compliant with industry regulations.

The role emphasizes consultative sales, analytical analysis, and a service-oriented mindset to support customers in achieving their financial goals within a State Farm Agent team

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

Tools

FINRA Series 7

FINRA Series 63

Job description

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Andrew Roach - 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.
• FINRA Series 7 and 63 licenses preferred.