Financial Services Representative - State Farm Agent Team Member
State Farm Agent, Round Rock, TX, United States
Role Description
As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - State Farm Agent, you will market the financial products that manage everyday risks. Your knowledge of financial products reinforces a sales‑minded, 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.
Benefits
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
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.
FINRA Series 6 and 63 licenses preferred.
Compensation
$50,000.00 - $85,000.00 per year
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As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - State Farm Agent, you will market the financial products that manage everyday risks. Your knowledge of financial products reinforces a sales‑minded, 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.
Benefits
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
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.
FINRA Series 6 and 63 licenses preferred.
Compensation
$50,000.00 - $85,000.00 per year
#J-18808-Ljbffr