State Farm Agent
Financial Services Representative - State Farm Agent Team Member
State Farm Agent, Bartlett, Tennessee, United States
Overview
Role: Financial Services Representative - State Farm Agent Team Member. Location: Bartlett, TN (State Farm Agent). This role focuses on marketing financial products that help manage everyday risks and assist individuals and families in achieving financial goals through tailored solutions in retirement planning, college funding, wealth management, and insurance-based financial products. You will work with the agent and team to identify customer needs, present financial services solutions, and build lasting relationships in the community.
Responsibilities
Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Collaborate with the Agent to create strategies for financial planning meetings. Maintain compliance with financial regulations.
Qualifications
3+ years of experience in financial services. Strong communication and presentation skills. Passionate about helping others protect their future. Achieve or have life, health insurance licenses. Analytical and communication skills. FINRA Series 65, 6, and 63 licenses preferred.
Compensation: $50,000.00 - $100,000.00 per year.
About Our Agency
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.
Apply
Apply now and let us put you on the path to success. 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.
Additional Information
We are an established, growth-oriented agency with a team of motivated individuals. Our team works hard to reach our goals together and supports personal achievement. If you want to make an impact and see immediate success, this could be the place for you.
Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance
Note: This listing reflects a State Farm Agent team member role and is not a direct job posting for State Farm corporate employment.
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Role: Financial Services Representative - State Farm Agent Team Member. Location: Bartlett, TN (State Farm Agent). This role focuses on marketing financial products that help manage everyday risks and assist individuals and families in achieving financial goals through tailored solutions in retirement planning, college funding, wealth management, and insurance-based financial products. You will work with the agent and team to identify customer needs, present financial services solutions, and build lasting relationships in the community.
Responsibilities
Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Collaborate with the Agent to create strategies for financial planning meetings. Maintain compliance with financial regulations.
Qualifications
3+ years of experience in financial services. Strong communication and presentation skills. Passionate about helping others protect their future. Achieve or have life, health insurance licenses. Analytical and communication skills. FINRA Series 65, 6, and 63 licenses preferred.
Compensation: $50,000.00 - $100,000.00 per year.
About Our Agency
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.
Apply
Apply now and let us put you on the path to success. 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.
Additional Information
We are an established, growth-oriented agency with a team of motivated individuals. Our team works hard to reach our goals together and supports personal achievement. If you want to make an impact and see immediate success, this could be the place for you.
Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance
Note: This listing reflects a State Farm Agent team member role and is not a direct job posting for State Farm corporate employment.
#J-18808-Ljbffr