Financial Services Representative - State Farm Agent Team Member
Wyoming - MI - 49509
Financial Services Representative - State Farm Agent Team Member
Full Time • Wyoming - MI - 49509
Benefits:
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - 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:
As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - 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.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation: $55,000.00 - $75,000.00 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 want to work alongside those who are equally committed to excellence and personal achievement. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- I have been a State Farm agent since 2012.
- I am a proud graduate of Calvin College.
- We currently have 6 team members at our agency.
- We have 30 years of combined insurance experience in our office.
We look forward to speaking with you!
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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