Financial Services Representative - State Farm Agent Team Member

Thehockeyagent; Rogers (MN); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

Health Reimbursement Account

401(k) matching

Bonus based on performance

Opportunity for advancement

Job summary

Thehockeyagent in Rogers, MN is seeking a Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products and educating customers on their financial options. Candidates should have at least 3 years of experience in financial services, strong analytical skills, and communication abilities.

The compensation includes a competitive salary between $75,000 - $200,000 per year, with bonuses based on production in various financial areas.

Qualifications

• 3+ years of experience in financial services and planning.
• Strong analytical and communication skills.
• Preferred possession of FINRA Series 6 and 63 licenses.

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

Tools

FINRA Series 6 license

FINRA Series 63 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Rogers - MN

Benefits

• Health Reimbursement Account
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Andy Hedlund - 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 ability to have needs-based conversations around retirement planning 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 and planning.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred.

Compensation

• $75,000 Per year
• BONUSES based on production in the following areas
  • Brokerage and Advisory Accounts
  • Life Insurance
  • Annuities
  • Disability and Supplemental Health
• Compensation range: $75,000.00 - $200,000.00 per year

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.