Financial Services Representative - State Farm Agent Team Member

Insurewithtraci; Waco (TX); On-site; USD 55,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Paid time off

Training & development

Job summary

A financial services firm in Waco is seeking a Financial Services Representative to market financial products and assist customers with planning and investments. This role requires strong analytical and communication skills, with a preference for candidates holding FINRA licenses. Offering a competitive salary ranging from $55,000 to $125,000 annually, this position provides various benefits such as 401(k) matching and flexible scheduling. Join a team dedicated to making a difference in the community.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred to hold FINRA Series 7 and 63 licenses.

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

Tools

FINRA Series 7 and 63 licenses

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Waco, TX

Benefits

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Paid time off
• Training & development

Role Description

As a Financial Service Account Manager with Traci Plemons 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, retirement 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 $55,000.00 - $125,000.00 per year

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