What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at State Farm Agent?
Responsive recruiter
Benefits
As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Kim Lego - State Farm Agent may be the right fit for you!
About Our Agency
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.
Benefits
- Group Health
- Teledoc
- Base of $55K to $65K plus commission—potential of over six figures.
- 401(k)
- 401(k) matching
- Bonus based on performance
- Opportunity for advancement
- Paid time off
As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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. 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.
- 3 years of experience in financial services.
- Analytical and communication skills.
- Licensed in Financial Services- Series 6 or 63 licenses preferred.
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Kim Lego - State Farm Agent may be the right fit for you!
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.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, and Bronze Tablet
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.
Salary : $55,000 - $65,000