Financial Services Representative - State Farm Agent Team Member
Listed on 2026-02-03
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Finance & Banking
Financial Services Representative - State Farm Agent Team Member
Full Time in Mequon, WI
Benefits- Hiring bonus
- Health stipend
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales‑minded and consultative approach to educating customers on their 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.
- 3+ years of experience in financial services preferred.
- Analytical and communication skills.
- FINRA Series 6/63/65 or 7 licenses will be required.
Compensation $60,000.00 - $ per year
Apply Now
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.
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