Financial Services Representative - State Farm Agent Team Member

Sara Thomas - State Farm Agent; Tyler (MN); Presencial; USD 75 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Simple IRA

Salary + commission

Paid time off

Valuable experience

Growth opportunities

Resumo da oferta

Sara Thomas State Farm in Tyler, MN is seeking a Financial Services Rep to market financial products, educate customers on options, and apply analytical precision to help clients manage everyday risks.

Responsibilities include consulting on financial planning and investments, assisting with portfolio management and asset allocation, conducting reviews, and ensuring compliance with regulations. The role offers salary with commission, a Simple IRA, and growth opportunities within the agency.

Qualificações

• 2+ years of experience in financial services.
• Analytical and communication skills.
• Licensing required: FINRA Series 6 and 63.

Responsabilidades

• 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.

Conhecimentos

Financial services experience

Analytical skills

Communication skills

Formação académica

FINRA Series 6 & 63 licenses

Descrição da oferta de emprego

ROLE DESCRIPTION:

As a Financial Services Rep with Sara Thomas 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

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses required.

As an Agent Team Member, you will receive...

• Simple IRA
• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Compensation: $75,000.00 - $100,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Tyler, MN and help customers with their insurance and financial service's needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.