Financial Services Representative - State Farm Agent Team Member
Full Time • Mequon, WI
Responsive recruiter
Benefits:
- Hiring bonus
- Health stipend
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their 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 preferred.
- Analytical and communication skills.
- FINRA Series 6/63/65 or 7 licenses will be required.
Compensation: $60,000.00 - $100,000.00 per year
Looking for the skills and confidence to run a business in the future?
We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
If you want a career, not a job, then we encourage you to apply.
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
Earn benefits and rewards that are second to none