Financial Services Representative - State Farm Agent Team Member
| Verified Pay check_circle | Provided by the employer$100000 - $200000 per year |
|---|---|
| Hours | Full-time |
| Location | Philadelphia, Pennsylvania |
About this job
Job Description
Job Description
ROLE DESCRIPTION:
As a {{ job.name }} with {{ account.name }}, 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 {{ job.name }} with {{ account.name }}, 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.
QUALIFICATIONS:
- 3+ years of experience in financial services and investment products.
- Analytical and communication skills.
- Ability to make presentations to customers.
- FINRA Series 6, 63, 65 or 7 (must obtain before start date, current licensees preferred).
COMPENSATION:
- $100k-$200k Expected total annual income, if goals are met.
- $65k Annual salary plus Commission.
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1285975798 Posted: 2026-09-17 Job Title: Financial Services Representative
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