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Financial Services Representative - State Farm Agent Team Member

Bradley Beck, Lafayette, LA, United States


Full Time in Lafayette - LA

401(k) matching

Bonus based on performance

Paid time off

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.

Compensation $50,000.00 - $100,000.00 per year

Financial Services Representative - State Farm Agent Team Member Full Time in Lafayette - LA

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.

Compensation $50,000.00 - $100,000.00 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 employmentdecisions regarding their employees.

Join a community of good neighbors Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none

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