Financial Services Representative - State Farm Agent Team Member

Mitchsf; Paris (IL); Hybrid; USD 55,000 - 120,000; Full time

Benefits offered by this job

Paid time off

Relocation bonus

401(k)

Bonus based on performance

Competitive salary

Job summary

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to help clients plan and invest for their futures. You will consult on financial options, assist with portfolio management and asset allocation, and conduct periodic reviews to recommend suitable products while staying compliant with regulations.

Join a locally trusted agency that emphasizes community service and professional growth, with competitive salary and benefits including a relocation bonus and a strong

Qualifications

• 3+ 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

FINRA licenses

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Paris, IL

Compensation $55,000.00 - $120,000.00 per year

Benefits

• Paid time off
• Relocation bonus
• 401(k)
• Bonus based on performance
• Competitive salary

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

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

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.

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