Financial Services Representative - State Farm Agent Team Member

Bethinsurance; United States; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Wellness resources

Training & development

Company parties

Job summary

Beth Moloughney Agency is seeking a Financial Services Representative to join the State Farm Agent Team in a full-time hybrid US role. You will market financial products that help customers manage everyday risks and provide consultative guidance grounded in solid product knowledge.

Responsibilities include consulting on financial planning, assisting with portfolios and asset allocation, conducting reviews, and ensuring regulatory compliance.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63 and 65 required.

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

Communication

Job description

Full Time in Hybrid - US

• Opportunity for advancement
• Paid time off
• Wellness resources

ROLE DESCRIPTION

As a Financial representative with Beth Moloughney Agency , 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 6, 63 and 65 required

Flexible work from home options available.

Compensation $50,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

• Company parties
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources

ROLE DESCRIPTION

As a Financial representative with Beth Moloughney Agency , 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 6, 63 and 65 required

Flexible work from home options available.

Compensation $50,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none