Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Nixa (MO); On-site; USD 45,000 - 85,000; 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 in Nixa, MO, seeks a Financial Services Representative to market financial products and educate customers on options. You will use your sales-minded, consultative approach and analytical precision to support clients and the agency's growth.

The role emphasizes financial planning guidance, portfolio assessment, and regulatory compliance as part of a dynamic, supportive team environment.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 licenses or SIE 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

Education

Experience in financial services

Tools

Series 6/63/65 licenses

SIE license

Job description

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.

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.

Compensation: $45,000.00 - $85,000.00 per year

Do you want to work with someone who will help you achieve YOUR goals?

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then David Dupree - State Farm Agent may be the right fit for you!

About Our Agency

• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Nixa.
• I have been a State Farm agent since 2003.
• We currently have 6 team members at our agency.

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.