Financial Services Representative - State Farm Agent Team Member

Mader Bagley; Weatherford (TX); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Job summary

Mader Bagley in Weatherford, TX is looking for a Financial Services Manager to market financial products effectively and educate customers on their options. The ideal candidate will have over 3 years of experience in financial services, strong analytical and communication skills, and preferred FINRA licenses.

As part of the role, you will advise customers on portfolio management, conduct financial reviews, and ensure compliance with regulations. The compensation ranges between $75,000.00 and $200,000.00 per year.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licenses such as FINRA Series 7 and 63 are 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

Tools

FINRA Series 7 license

FINRA Series 63 license

General Lines Agent Life/Health

Job description

Financial Services Manager

Full Time in Weatherford, TX.

• 401(k) matching
• Health insurance
• Paid time off

ROLE DESCRIPTION

As a Financial Services Manager with Mader-Bagley Insurance, 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.
• General Lines Agent Life/Health

Compensation: $75,000.00 - $200,000.00 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.