Financial Services Representative - State Farm Agent Team Member

Jeff Marks - State Farm Agent; Pinole (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) matching

Opportunity for advancement

Paid time off

Training & development

Job summary

Jeff Marks - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, focusing on risk management and investment planning. The role calls for a consultative sales approach and strong analytical skills to support customers’ financial options.

The position emphasizes advancement opportunities within a growing agency and requires relevant licensing.

Qualifications

• Minimum 3 years of experience in financial services.
• Strong analytical and communication skills.
• Licensing may include SIE and Series 6/63/65 or equivalent.

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 and communication skills

Education

SIE license

Series 6/63/65 licenses

Job description

Benefits:

• 401(k) matching
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - 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. Why work here? Looking for a self driven person looking for advancement opportunities.

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.