Financial Services Representative - State Farm Agent Team Member

Mitch Mammoser - State Farm Agent; Olney (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Paid time off

Relocation bonus

Bonus based on performance

Flexible schedule

Job summary

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to join the team as a State Farm Agent Team Member. You will market financial products and educate customers on options, while supporting a consultative sales approach.

Responsibilities include guiding clients through planning, portfolio management, and asset allocation, conducting reviews, and ensuring regulatory compliance. A strong analytical mindset and communication skills are essential to succeed.

Qualifications

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 & 65 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

Job description

Benefits:

• 401(k)
• Paid time off
• Relocation bonus
• Bonus based on performance
• Flexible schedule

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Mitch Mammoser - 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:

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 & 65 licenses preferred.