Financial Services Representative - State Farm Agent Team Member
About The Position
At [Your State Farm Agency Name], we are dedicated to helping our clients protect what matters most and build a secure financial future. As a trusted State Farm agency, we offer comprehensive insurance and financial services, including personalized investment planning. Join our team and make a meaningful impact on the financial well-being of our community. Position Overview: We are seeking a motivated and knowledgeable Investment Planner to join our team. In this role, you will work closely with clients to assess their financial goals, develop investment strategies, and provide ongoing portfolio management. You will serve as a trusted advisor, helping clients make informed decisions to grow and protect their wealth.
Requirements
- Experience in Finance, Business, Economics, or related field preferred.
- State insurance licenses required or ability to obtain.
- Strong knowledge of investment products, financial markets, and retirement planning.
- Excellent communication, interpersonal, and client service skills.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
Nice To Haves
- Series 6 and Chfc or 65 preferred
Responsibilities
- Conduct financial needs assessments to understand client goals, risk tolerance, and investment preferences.
- Develop personalized investment plans and recommend suitable financial products, including mutual funds, annuities, retirement accounts, and other securities.
- Provide retirement planning advice and help clients prepare for long-term financial security.
- Monitor and manage client investment portfolios, making adjustments as needed based on market conditions and client objectives.
- Educate clients on investment options, market trends, and financial concepts.
- Ensure compliance with all regulatory requirements and State Farm policies.
- Build and maintain strong client relationships through regular communication and portfolio reviews.
- Collaborate with other agency team members to deliver comprehensive financial solutions.
Benefits
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Competitive compensation with commission opportunities.
- Ongoing training and professional development.
- Supportive team environment and career growth opportunities.
- The chance to make a positive impact on clients’ financial futures.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
