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Financial Services Representative - State Farm Agent Team Member

Zach Augustyn - State Farm Agent
Maple, MN Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 4/22/2025

Benefits :

  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Zach Augustyn - 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 :

  • Provide clients with financial planning and investment advice.
  • Assist clients 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 preferred.
  • Strong analytical and communication skills.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Life / Health license (required).
  • Series 6, 63, 65 or 7 (required).
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