Financial Services Representative - State Farm Agent Team Member

Insurancequotesky; United States; Hybrid; USD 40,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Training & development

Job summary

Jarred Butler - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. The role emphasizes sales-minded and consultative approaches with a focus on risk management and customer education.

The position offers hybrid work in the US, a compensation range of $40,000 to $75,000 per year, and benefits including health, retirement plans, and performance-based bonus.

Qualifications

• 3+ years of experience in financial services.
• Strong 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

Job description

Full Time in Hybrid - US

• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jarred Butler - State Farm Agent, 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.

Flexible work from home options available.

Compensation $40,000.00 - $75,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jarred Butler - State Farm Agent, 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.

Flexible work from home options available.

Compensation $40,000.00 - $75,000.00 per year

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