Financial Services Representative - State Farm Agent Team Member
Full Time • Lafayette, LA
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Bradley Beck - 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 Bradley Beck - 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:
- Needs-based sales.
- Helping customers with Life & Disability Insurance.
- Meet monthly sales goals.
- 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.
- Analytical and communication skills.
- FINRA Series 6, 63 and 65 licenses preferred.s
Compensation: $50,000.00 - $100,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Bradley Beck - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in 1105 Ambassador Caffery, Lafeyette, LA 70506.
We look forward to speaking with you!
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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