What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Lauren Gilbert - State Farm Agent?
Benefits:
- Competitive salary
- Flexible schedule
- Training & development
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
ABOUT OUR AGENCY:
Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.
I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.
For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.
Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.
ROLE DESCRIPTION:
As a Financial Services Rep with Lauren Gilbert State Farm, 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. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.
I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.
For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.
Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.
ROLE DESCRIPTION:
As a Financial Services Rep with Lauren Gilbert State Farm, 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. 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:
- Analytical and communication skills.
- FINRA Series 63 licenses preferred.
- Goal-oriented and motivated by achieving measurable results.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $50,000 - $70,000