Financial Services Representative - State Farm Agent Team Member

Jeffrey Spillane - State Farm Agent; Westfield (MA); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Job summary

Jeffrey Spillane State Farm Agency is seeking a Financial Services Representative to market and educate customers on financial products that manage daily risks. You will bring analytical precision to reviews and recommendations, supporting customers with their financial options and planning decisions.

The role emphasizes a consultative approach with a sales mindset, focusing on education and robust customer service within a licensed framework.

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.

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

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

ROLE DESCRIPTION:

As a Financial Services Representative with Jeffrey Spillane 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.