Financial Services Representative - State Farm Agent Team Member

Bradbillings; Shakopee (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Brad Billings State Farm Agency is seeking an Registered Rep/Financial Planner to market and educate customers on financial products that manage everyday risks. You will apply your consultative, sales-minded approach and analytical precision to help clients understand options and plan for their financial future.

Responsibilities include consulting on planning and investments, assisting with portfolio management, conducting reviews, and maintaining regulatory compliance.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licensing: SIE, Series 6/63/65, or similar preferred.
• Commitment to compliance with financial regulations.

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

Sales acumen

Education

Series 6/63/65 or SIE licenses

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ROLE DESCRIPTION:

As an Registered Rep/Financial Planner with Brad Billings State Farm 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.