Financial Services Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 1 month ago

Financial Services Representative - State Farm Agent Team Member

State Farm Agent is a family-oriented agency committed to delivering customer-focused solutions in insurance and financial services. The role involves marketing financial products, consulting customers on financial planning, and maintaining compliance with regulations.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

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

Qualification

FINRA Series 6 licenseFINRA Series 63 licenseLifeHealth licenseFinancial services experienceAnalytical skillsCommunication skills

Required

3+ years of experience in financial services preferred but not required
Analytical and communication skills are a must
Seeking Currently Licensed Applicants Only

Preferred

FINRA Series 6 and 63 licenses preferred
Life and Health license preferred

Benefits

401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Company data provided by crunchbase