Financial Services Representative - State Farm Agent Team Member

State Farm

  • Lafayette, LA
  • $50,000-100,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA SIE, Series 6 - REQUIRED TO APPLY
  • Series 63 and 65 licenses ability to obtain.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Bradley Beck - 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:
  • Needs-based sales.
  • Helping customers with Life & Disability Insurance.
  • Meet monthly sales goals.
  • 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.

State Farm