Financial Services Representative - State Farm Agent Team Member

Overview

Opportunity for a Financial Services Representative (State Farm Agent Team Member) to market financial products that help manage everyday risks. This role uses strong knowledge of financial products to educate customers and provide consultative guidance on their options. Analytical skills support customer service and help drive growth within a successful agency.

Responsibilities

• Consult customers on 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 skills and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Compensation & Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

Location

Remote position.