Financial Services Representative - State Farm Agent Team Member
Job in
Mt. Lebanon, Mount Lebanon, Allegheny County, Pennsylvania, USA
Listed on 2025-11-27
Listing for:
Grant Buckner
Full Time
position Listed on 2025-11-27
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
Benefits
- Life Insurance
- Bonus based on performance
- Paid time off
As a Financial Services Representative - State Farm Agent Team Member with Grant Buckner - 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.
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.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
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