Financial Services Representative - State Farm Agent Team Member

Ashley Himes - State Farm Agent; Sidney (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Ashley Himes - State Farm Agent in Sidney, Ohio, is seeking a Financial Services Representative to market financial products and educate customers on options. The role requires strong analytical and communication skills, prior experience is preferred.

You will consult with customers, manage portfolios, and conduct financial reviews while maintaining compliance with regulations. This position offers a flexible schedule and opportunities for advancement.

Qualifications

• Prior experience in financial services preferred.
• Must be able to obtain Life/Health insurance license.
• Must be able to obtain FINRA Series 65 or 7.

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 state regulations.

Skills

Analytical skills

Communication skills

Customer presentation skills

Job description

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their 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 state regulations.

Qualifications

• Prior experience in financial services preferred.
• Analytical and communication skills.
• Able to make presentations to customers.
• Life/Health insurance license (must be able to obtain, current licensees preferred).
• FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).