Financial Services Representative - State Farm Agent Team Member

Andy Hedlund - State Farm Agent
  • Rogers, MN
  • $75,000 Per Year
  • Full-time
30+ days ago

Job Description

Benefits:
  • Health Reimbursement Account
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Andy Hedlund - 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 ability to have needs based conversations around retirement planning 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 and planning.
  • Analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred.
COMPENSATION 
  • $75,000 Per year
  • BONUSES based on production in the following areas:
    • Brokerage and Advisory Accounts 
    • Life Insurance 
    • Annuities
    • Disability and Supplemental Health

Numbers & Facts

LocationRogers, MN
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Brokerageunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Financial Planningunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Healthcare Reimbursementunmatched
  • Investment Managementunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Product Marketingunmatched
  • Regulatory Complianceunmatched
  • Retirement Planningunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Series 6unmatched

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