Financial Services Representative - State Farm Agent Team Member
Windsor, Sonoma County, California, 95492, USA
Listed on 2026-10-19
-
Finance & Banking
Financial Sales, Insurance Sales, Banking & Finance -
Sales
Financial Sales, Insurance Sales, Banking & Finance
Full Time in Hybrid - US
- Health insurance
- Paid time off
- 401(k)
- 401(k) matching
- Bonus based on performance
As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
RESPONSIBILITIES- Provide clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- FINRA SIE and Series 63.
Flexible work from home options available.
Compensation $65,000.00 - $ per year
Financial Services Representative - State Farm Agent Team MemberFull Time in Hybrid - US
Benefits- Health insurance
- Paid time off
- Training & development
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
RESPONSIBILITIES- Provide clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- FINRA SIE and Series 63.
Flexible work from home options available.
Compensation $65,000.00 - $ 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
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).