Financial Services Representative - State Farm Agent Team Member
Listed on 2026-08-21
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Full Time in Pinole - CA
- 401(k) matching
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION
As a Financial Services Representative
- State Farm Agent Team Member with Jeff Marks
- 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. Why work here? Looking for a self driven person looking for advancement opportunities.
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.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation $50,000.00 - $80,000.00 per year
Financial Services Representative- State Farm Agent Team Member
Full Time in Pinole - CA
Benefits
- 401(k) matching
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION
As a Financial Services Representative
- State Farm Agent Team Member with Jeff Marks
- 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. Why work here? Looking for a self driven person looking for advancement opportunities.
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.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation $50,000.00 - $80,000.00 per year
Join a community of good neighborsMake a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
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