Financial Services Representative - State Farm Agent Team Member

Gladwininsurance; United States; On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm is seeking a diligent Financial Services Representative – State Farm Agent Team Member in Gladwin to market financial products and help customers manage everyday risks with a consultative approach.

You will analyze client needs, present suitable options, assist with portfolio management, and conduct regular financial reviews while maintaining compliance with regulations.

This full-time role offers paid time off, development opportunities, and a performance-based bonus.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

Financial services experience

Analytical skills

Communication skills

Education

FINRA Series 7 & 63 licenses

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Gladwin

Benefits

• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative – State Farm Agent Team Member with Lori Harrison – 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.
• FINRA Series 7 and 63 licenses preferred.

Compensation $40,000.00 - $100,000.00 per year

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.