Financial Services Representative - State Farm Agent Team Member

Insurewithzach; Saint Charles (MO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Job summary

Insurewithzach is seeking a Life Insurance and Financial Services specialist to market financial products and educate customers on options. You will explain risk management and help clients choose suitable products while maintaining accuracy and compliance.

The role emphasizes analytical assessment, consultative support, and ongoing client reviews within a local Missouri office. Training and licensing support are possible where applicable.

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.

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

Communication

Tools

Series 6/63/65

SIE license

Certifications

Job description

Benefits:

• 401(k) matching


• Competitive salary

ROLE DESCRIPTION:

As a Life Insurance and Financial Services specialist with our office, 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.


• Series 6/63/65 or SIE licenses preferred.


• SIE, Series 6/63/65, and other relevant certifications.