Financial Services Representative - State Farm Agent Team Member

Carey Heitman; Saint Robert, Northern (MO, KY); Hybrid; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Dental insurance

Job summary

State Farm Agent Team Member in St. Robert, MO is seeking a Financial Services Representative to market financial products and provide consultative guidance on risks and options.

You will work with customers on personal lines, investments, and retirement products, building trusted relationships while ensuring compliance. The role includes a competitive salary with commissions, health insurance, and paid time off.

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

Sales mindset

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in St.Robert - MO

• 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.

Compensation $35,000.00 - $50,000.00 per year

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