Financial Services Representative - State Farm Agent Team Member
$45,000–$85,000 year
On-siteNixa, Missouri, United States
Nixa, Missouri, United StatesOn-siteFull Time$45,000–$85,000 yearEnterprise
Full TimeEnterprise
Job Summary
Consult customers with financial planning and investment options, assist with portfolio management and asset allocation, and conduct financial reviews to recommend appropriate products. Maintain compliance with financial regulations while applying analytical precision to educate clients on their financial options. This role requires 3+ years of experience in financial services and relevant licenses such as Series 6/63/65 or SIE. Join a successful agency where you market financial products that manage everyday risks.
Required Qualifications
- 3+ years of experience in financial services
- Analytical and communication skills
Desired Qualifications
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, and other relevant certifications
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