Financial Services Representative - State Farm Agent Team Member

Financial Services Representative

• State Farm Agent Team Member Santa Maria, CA Job Details Full-time $75,000
• $90,000 a year 7 days ago Benefits Paid holidays Paid time off Life insurance Qualifications Finance advising Financial sales Managing investment portfolios Regulatory compliance Promoting bank products Mid-level 3 years Series 7 Analysis skills Industry knowledge of financial regulations FINRA License Communication skills Marketing Consultative selling Series 63 Full Job Description Financial Services Representative•State Farm Agent Team Member Full time At our agency, we invest in the success and well-being of every team member.

Our benefits package is designed to support financial stability, work-life balance, and long-term career growth. Performance-based commission structure Life insurance Paid Time Off (vacation, sick, and personal days) Paid company holidays

ROLE DESCRIPTION

As a Financial Services Representative with Antonio Mendoza 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

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. Competitive Compensation

• $75,000
• $90,000 / year
• includes salary + commissions & bonuses 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.