Financial Services Representative - State Farm Agent Team Member
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listing for:
Mygreenbayagent
Full Time
position
Listed on 2026-11-06
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
- Paid time off
- 401(k) matching
- Bonus based on performance
- Competitive salary
DESCRIPTION:
As a Financial Services Representative
- State Farm Agent Team Member with Tiona Petrouske
- State Farm Agent, you will successfully market the investment 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.
- 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses preferred, 7 is accepted.
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