Financial Services Representative - State Farm Agent Team Member
Full Time • Donaldsonville, LA
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Employee discounts
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - 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:
As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - 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:
- 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.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Compensation: $45,000.00 - $60,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Donaldsonville & Gonzales .
- I have been a State Farm agent since 1977.
- I am a second generation State Farm agent.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and Crystal Excellence Award
If you want a career, not a job, then we encourage you to apply.
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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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none