Financial Services Representative - State Farm Agent Team Member
Full Time • Niles, MI
Responsive recruiter
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jessica Massey - 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.
RESPONSIBILITIES:
As a Financial Services Representative - State Farm Agent Team Member with Jessica Massey - 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.
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.
- Stay updated on market trends and regulatory changes
- Keep accurate records of all client transactions and interactions
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Strong analytical and communication skills.
- FINRA Series 65, 63, & 6 or Series 7 licensed
- Proficiency with financial software and tools
- MoneyGuidePro experience a plus
Compensation: $70,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Niles, MI and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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.
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Make a difference in your community every day
Gain confidence and grow your career
Join a fun and flexible workspace with a growing team