Financial Services Representative - State Farm Agent Team Member

Carey Heitman - State Farm Agent; Saint Robert (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Salary PLUS commissions

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Dental insurance

Job summary

Carey Heitman - State Farm Agent is seeking a personal lines account representative and financial insurance representative in Missouri. You will market financial products, educate customers on options, and apply a consultative approach to risk management. Strong analytical skills and a sales-minded attitude are essential for success.

Responsibilities include financial planning discussions, portfolio reviews, and ensuring compliance with regulatory requirements to serve customers effectively.

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 skills

Communication skills

Financial services experience

Education

Series 6/63/65 or SIE licenses

Other relevant certifications

Job description

Benefits:

• Competitive Salary PLUS commissions
• Health insurance
• Paid time off
• Profit sharing
• Bonus based on performance
• Competitive salary
• Dental insurance

ROLE DESCRIPTION:

As a personal lines account representative and financial insurance representative with State Farm, 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.