Financial Services Representative - State Farm Agent Team Member

Jay Zender - State Farm Agent; Saint Peter (MN); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Zender Insurance Agency Inc seeks a Financial Services Representative to market and educate customers on financial products. You will leverage consultative, sales-minded approaches to advise clients on options and manage everyday risks with analytical precision. This role supports a thriving agency with opportunities for advancement.

The position emphasizes customer education, portfolio reviews, and regulatory compliance to ensure optimal financial outcomes for clients and the agency.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication abilities.
• 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 skills

Communication skills

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative with Zender Insurance Agency, 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.