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Financial Services Representative - State Farm Agent Team Member

Full Time in Lafayette, LA

Benefits
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Bradley Beck - 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
  • Needs-based sales.
  • Helping customers with Life & Disability Insurance.
  • Meet monthly sales goals.
  • 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 6, 63 and 65 licenses preferred.s
Compensation $50,000.00 - $100,000.00 per year
Apply Now 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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