Personal Finance & Insurance Advisor

State Farm Agent; Missouri; On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Salary PLUS commissions

Health insurance

Paid time off

Profit sharing

Bonus based on performance

Competitive salary

Dental insurance

Job summary

State Farm Agent in Missouri seeks a personal lines account representative and financial insurance representative to market financial products, educate customers on options, and apply analytical precision to serve as a valuable resource to clients and the agency.

You will consult on insurance and retirement planning, help manage portfolios, and ensure compliance with financial regulations while working with a local team.

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

Experience in financial services

Job description

State Farm Agent in Missouri seeks a personal lines account representative and financial insurance representative to market financial products, educate customers on options, and apply analytical precision to serve as a valuable resource to clients and the agency.

You will consult on insurance and retirement planning, help manage portfolios, and ensure compliance with financial regulations while working with a local team.