Financial Services Representative - State Farm Agent Team Member

Brian Hanson - State Farm Agent; Urbana (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Simple IRA matching

Advancement opportunities

Paid time off

Performance bonus

Competitive salary

Job summary

Brian Hanson - State Farm Agent in Urbana, IL seeks a Financial Services Representative to market financial products and educate customers on their options. You will apply analytical precision to customer needs with a sales-minded, consultative approach.

Responsibilities include consulting on planning and investments, assisting with portfolio management, conducting reviews, and ensuring regulatory compliance. Licensing such as Series 6/63/65 or SIE is preferred.

Qualifications

• 3+ years of experience in financial services.
• Analytical and strong communication skills.
• Licensing such as Series 6/63/65 or SIE 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

Analytical skills

Communication skills

Sales mindset

Job description

Benefits

• Simple IRA matching
• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Competitive salary

Role Description

As a Financial Services Representative with Brian Hanson's State Farm agency, 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.