Financial Services Representative - State Farm Agent Team Member
State Farm Agent
Date: 3 hours ago
City: Bartlett, TN
Salary:
$50,000
-
$100,000
per year
Contract type: Full time
Responsive recruiter
Benefits
As a Financial Services Representative - State Farm Agent Team Member with Jeff Herman - State Farm Agent, you will successfully market the financial products that manage everyday risks. We are seeking a motivated and customer-focused Financial Services Representative to join our team. This role is designed for someone who is passionate about helping individuals and families achieve their financial goals through tailored solutions in retirement planning, college funding and wealth management, and insurance -based financial products. You'll work closely with the agent and team to identify customers needs, present financial services solutions and build lasting relationships in the community.
Responsibilities
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to make an impact, see immediate success, we could be the place for you!
About Our Agency
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.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Training & development
- Tuition assistance
As a Financial Services Representative - State Farm Agent Team Member with Jeff Herman - State Farm Agent, you will successfully market the financial products that manage everyday risks. We are seeking a motivated and customer-focused Financial Services Representative to join our team. This role is designed for someone who is passionate about helping individuals and families achieve their financial goals through tailored solutions in retirement planning, college funding and wealth management, and insurance -based financial products. You'll work closely with the agent and team to identify customers 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.
- 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.
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to make an impact, see immediate success, we could be the place for you!
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.
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.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resume