Financial Services Representative - State Farm Agent Team Member

Jacob Pratt - State Farm Agent; Parkville (MO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Job summary

Jacob Pratt - State Farm Agent in Parkville is looking for a Financial Services Representative to market financial products and provide clients with expert financial advice. The role requires strong analytical and communication skills and a minimum of 3 years of experience in financial services.

The candidate will assist clients with portfolio management, conduct financial reviews, and ensure compliance with regulations. The position offers bonuses based on performance, health insurance, and opportunities for advancement.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical skills for advising clients.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients 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

• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Jacob Pratt - 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

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• 3+ years of experience.
• Strong analytical and communication skills.