Financial Services Representative - State Farm Agent Team Member
Full Time • Green Bay, WI
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will lead our team of financial professionals and have access to our full existing client base to market financial planning and investment options. 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:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will lead our team of financial professionals and have access to our full existing client base to market financial planning and investment options. 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:
- 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 7 and 63 licenses preferred.
Compensation: $75,000.00 - $125,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Green Bay, WI and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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