What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at State Farm?

Financial Services Representative-State Farm Agent Team Member

Wuest Insurance and Financial Servies Inc., a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

Location : Colorado Springs, CO

In Office : Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.

Job Description

As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include :

Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals.
Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development.
Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date.
Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Wuest Insurance and Financial Services Inc. policies and industry regulations.

Qualifications

Minimum of 2 years' experience as a Financial Services Representative or in a similar financial services role.

Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.

Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.

Eagerness to learn and grow with the financial services industry.

Requirements

Bachelor's degree preferred.

Active Securities Industry Essentials (SIE) Exam, Series 6, and / or 63, Series 65 and / or ChFC Licenses preferred.

Perks for Financial Services Representative

The first year’s compensation is expected to range between $90,000-$140,000 but please note that this role has unlimited earning potential.

Comprehensive benefits package, including 401(k) match, medical, dental, vision, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).

Volunteer events within the community and engage in a learning and fun culture.

Access to a large book of customer households and top-tier Wealth Academy training with mentorship from a successful career agent.

A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

An equal opportunity employer

We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Salary : $90,000 - $140,000

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Financial Services Representative - State Farm Agent Team Member

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