Financial Services Representative - State Farm Agent Team Member
Full Time in Indianapolis
Replies within 24 hours
Benefits
- License Reimbursement
- Bonus based on performance
- Opportunity for advancement
- Training & development
ROLE DESCRIPTION
As a Financial Services Representative with Alistair Filmore State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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.
If you are looking to enter the wealth management industry, this may be a great role for you.
RESPONSIBILITIES
As a Financial Services Representative with Alistair Filmore State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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.
If you are looking to enter the wealth management industry, this may be a great role for you.
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
- Ability to work in a Base + Commission environment.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred. Pathway to licensing offered.
- Life & Health Producers License preferred. Pathway to licensing offered.
Compensation $60,000.00 - $110,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none