Financial Services Representative - State Farm Agent Team Member

Sfrochester; Rochester (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

Sfrochester is seeking a Full Time Financial Services Representative - State Farm Agent Team Member in Rochester, MN. In this role, you will educate customers on financial products while leveraging your analytical skills to provide exceptional service.

The ideal candidate has over 3 years of experience in financial services and possesses excellent analytical and communication skills. Preferred qualifications include FINRA Series 7 and 63 licenses.

Qualifications

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

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Rochester - MN

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Shawn Christensen – 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 licenses preferred.