Financial Services Representative - State Farm Agent Team Member

Reneehyde; Windsor (CA); Hybrid; USD 65,000 - 150,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

401(k)

Job summary

Renee Hyde Ins and Fin Svcs, Inc., State Farm is seeking a Financial Services Representative for a full-time hybrid role in the US. You will sell financial products such as life insurance, annuities, mutual funds, and supplement health products to new and existing customers through a consultative approach.

Responsibilities include providing financial planning, portfolio management, and regular reviews while ensuring regulatory compliance.

Qualifications

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

FINRA SIE

Series 63

Job description

Full Time in Hybrid - US

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• 401(k)

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

RESPONSIBILITIES

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Flexible work from home options available.

Compensation $65,000.00 - $150,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development
• 401(k)

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

RESPONSIBILITIES

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Flexible work from home options available.

Compensation $65,000.00 - $150,000.00 per year

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