Financial Services Representative - State Farm Agent Team Member at Ron Mathai - State Farm Agent
JOB DESCRIPTION
We're Hiring!
As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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.
Compensation: $80,000.00 - $110,000.00 per year
Benefits include 401(k) matching, bonus based on performance, company parties, competitive salary, free food & snacks, health insurance, opportunity for advancement, paid time off, profit sharing, training & development, and wellness resources.
Responsibilities:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Ability to present themselves professionally in virtual meetings to our customers.
Qualifications:
- 1+ years of experience in banking, credit union, or financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred but not required.
About Our Agency:
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- I have been a State Farm agent since 2014.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, and Senior Vice President's Club
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.