Financial Services Representative - State Farm Agent Team Member
Full Time in Fully Remote - US
Responsive recruiter
Benefits
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
Financial Services Representative – Jeff Sawyer State Farm
Are you a financial services professional with a strong background in Life & Health insurance sales? Do you enjoy helping clients make smart, informed decisions about their financial future? If so, we want you on our team!
As a Financial Services Representative with Jeff Sawyer State Farm, you will leverage your expert knowledge of financial products to help customers manage everyday risks and achieve long-term financial security. You will use a consultative approach to educate clients about their financial options, and your analytical precision will make you an invaluable resource for their financial planning and asset management needs.
What You’ll Do
- Consult with customers to develop personalized financial plans, including insurance and investment strategies.
- Assist clients with portfolio management and asset allocation to help them meet their financial goals.
- Conduct financial reviews to assess clients' needs and recommend the most appropriate financial products.
- Ensure all activities are conducted in full compliance with financial regulations.
- Build and maintain strong client relationships by offering ongoing support and guidance.
What We’re Looking For
- 3+ years of experience in financial services, with a strong focus on Life & Health insurance sales.
- Strong analytical skills with the ability to create effective financial strategies for clients.
- Excellent communication and interpersonal skills, with the ability to simplify complex financial concepts for clients.
- FINRA Series 7 and 63 licenses preferred (or willingness to obtain).
- Insurance licenses required for Life & Health insurance products.
Why Join Us?
- Competitive Compensation Salary plus performance-based incentives and commissions.
- Career Growth Ongoing training and professional development opportunities to support your success.
- Impactful Work Help clients make informed decisions to protect their future and manage risks.
- Supportive Environment Join a team that values your expertise and fosters a collaborative culture.
If you're ready to apply your financial services expertise in a rewarding and dynamic environment, apply today to join Jeff Sawyer State Farm!
This is a remote position.
Compensation $55,000.00 - $75,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none