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Financial Services Representative - State Farm Agent Team Member
Job in
Mason, Warren County, Ohio, 45040, USA
Listed on 2026-07-15
Listing for:
Dougzeigler
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Benefits
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
As a financial services representative with Doug Zeigler State Farm, 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.
- 1+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred.
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