Financial Services Representative - State Farm Agent Team Member

Deidre Fresquez - State Farm Agent; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Deidre Fresquez - State Farm Agent is seeking a Financial Services Representative to market and explain financial products that help customers manage risks and goals. You will apply your sales-minded, consultative approach to educate clients on options.

This remote role emphasizes analytical precision, portfolio reviews, and regulatory compliance while advancing within a growing agency that offers training, PTO, 401(k) and performance bonuses.

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.

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

Financial services

Analytical skills

Communication skills

Licenses (SIE/Series 6/63/65)

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Deidre Fresquez - 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.
• This is a remote position.