Financial Services Representative - State Farm Agent Team Member
$75,000–$75,000 year
On-site · Rogers, Minnesota, United States
Rogers, Minnesota, United StatesOn-siteFull Time$75,000–$75,000 yearMid LevelNot SpecifiedSmall
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Small
Job Summary
Market and educate customers on financial options, conduct financial reviews, and manage portfolios with needs-based conversations focused on retirement planning; support regulatory compliance and drive sales in brokerage, advisory accounts, life insurance, annuities, and disability/health benefits; role emphasizes proficiency in financial products and consultative customer engagement within a State Farm agency.
Required Qualifications
- 3+ years of experience in financial services and planning
- Analytical and communication skills
- FINRA Series 6 and 63 licenses preferred
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