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Financial Services Representative - State Farm Agent Team Member

Full Time in Charlotte, MI

Benefits
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Home office stipend
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Ridge Tefft - 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
  • Provide clients with financial planning and investment advice.
  • Assist clients 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.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.
Compensation $75,000.00 - $150,000.00 per year
Apply Now 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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