Posted 2w ago

Financial Services Representative - State Farm Agent Team Member

@ Don Woodson State Farm
Fulton, Missouri, United States
$42k-$62k/yrOnsiteFull Time
Responsibilities:consulting customers, managing portfolios, conducting reviews
Requirements Summary:3+ years in financial services, strong analytical and communication skills, consultative sales of financial products, portfolio management and financial reviews; FINRA Series 7 and 63 preferred, compliance knowledge.
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Job Description

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Benefits:
  • Opportunity for advancement
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Don Woodson - 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:
  • 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 7 and 63 licenses preferred.

Compensation: $41,600.00 - $62,400.00 per year

Do you want to work with someone who will help you achieve YOUR goals?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our well-trained team uses state of the art technology to achieve outstanding results. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency

  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Fulton, MO.
  • I have been a State Farm agent since 1985.
  • I am a proud graduate of the University of Missouri - Agriculture Ed. Degree.
  • Our agency has received awards including: President's Club, Ambassador Travel, National Quality Award, and Silver Scroll

If you want a career, not a job, then we encourage you to apply.

 

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.

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