Financial Services Representative - State Farm Agent Team Member

Samuel Tibbits - State Farm Agent; Princeton (MN); Sur place; USD 55 000 - 90 000; Plein temps

Avantages offerts par ce poste

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Résumé du poste

Samuel Tibbits - State Farm Agent is seeking a customer-focused financial services and insurance professional to consult on financial planning, life and health insurance, and long-term protection strategies.

You will build strong client relationships, perform needs analyses, and guide clients toward appropriate product solutions while staying compliant with regulations. This role offers opportunities for advancement and a flexible schedule.

Qualifications

• Active Life & Health license preferred, must be able to obtain.
• FINRA Series 6/63/65 or SIE license preferred, must be able to obtain.
• Experience in financial services and/or insurance.

Responsabilités

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Assist customers with portfolio management, asset allocation, and risk management strategies.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations; perform customer needs analysis and engage in sales conversations.

Connaissances

Strong communication

Analytical skills

Customer-focused demeanor

Formation

Active Life & Health license (preferred)

FINRA Series 6/63/65 or SIE license (preferred)

Description du poste

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview:

Are you a financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulationsPerform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Active Life & Health license preferred, must be able to obtain
• FINRA Series 6/63/65 or SIE license preferred, must be able to obtain
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.