Financial Services Representative - State Farm Agent Team Member at State Farm | Springfield, OH | $45K/yr – $65K/yr

Financial Services Representative - State Farm Agent Team Member

Springfield, OH (Unknown)

$45K/yr – $65K/yrEntry LevelFull time

Posted 3 months ago

Job Summary

Own the client-facing financial planning and portfolio guidance, delivering reviews and product recommendations within regulatory guidelines.

Financial planning and portfolio guidance for clients across assets.
Conduct reviews and suggest suitable products to meet goals.
License and regulatory readiness with ongoing compliance and training.

Job Description

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 state regulations.

Requirements

Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

Preferred

Prior experience in financial services preferred.

Benefits

Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

State Farm

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are passionate and driven to create possibilities, and we’re serious about helping customers by providing solutions for all of life’s moments. Like a good neighbor, State Farm is there.®

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Bloomington, Illinois, USA

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www.statefarm.com/careers

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