Financial Services Representative - State Farm Agent Team Member

Daviddupree; Nixa (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent invites you to join as a Financial Services Representative. You will market financial products, educate customers on options, and apply analytical precision to help manage daily risks.

The role requires a sales-minded, consultative approach, with strong compliance with regulations and collaboration with the agent team to grow the client base of the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills to educate customers on options.
• Series 6/63/65 or SIE licenses preferred; other certifications noted.

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 experience

Job description

Benefits

• Health insurance
• Paid time off
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative - State Farm Agent Team Member with David Dupree - 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.