Financial Services Representative - State Farm Agent Team Member Hybrid - US

Isaiah Whitaker - State Farm Agent; EE. UU.; Híbrido; USD 37.000 - 73.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Health insurance

Paid time off

Signing bonus

Vision insurance

Descripción de la vacante

Isaiah Whitaker - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. The role offers a hybrid work model in the US and a compensation range of $36,500 to $72,500 per year.

You will consult customers on planning and investments, assist with portfolio management, and conduct reviews while ensuring compliance with regulations. Licensing preferences include FINRA Series 7/63 or SIE, 6/65/63.

Formación

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Licensing: FINRA Series 7 and 63 or SIE, 6, 65, and 63 preferred.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Communication skills

Herramientas

FINRA Series 7

FINRA Series 63

SIE

FINRA Series 6

FINRA Series 65

Descripción del empleo

Full Time in Hybrid - US

• 401(k) matching
• Health insurance
• Paid time off
• Signing bonus
• Vision insurance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Isaiah Whitaker - State Farm Agent, 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 or SIE, 6, 65, and 63 licenses preferred.

Flexible work from home options available.

Compensation $36,500.00 - $72,500.00 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.