Financial Services Representative - State Farm Agent Team Member

Ashley Himes - State Farm Agent; Springfield (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 is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, support customers' financial planning, and ensure compliance with state regulations.

Ideal candidates have strong analytical and communication skills, prior experience in financial services, and should obtain necessary licenses. Benefits include a competitive salary, health insurance, and opportunities for advancement.

Qualifications

• Prior experience in financial services preferred.
• Ability to analyze customer needs effectively.
• Strong communication and presentation skills.

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

Presentation skills

Education

Life/Health insurance license

FINRA Series 65 or 7

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).