Financial Services Representative - State Farm Agent Team Member
Full Time in Timonium - MD
Responsive recruiter
Replies within 24 hours
Benefits
- License Paid by Agency
- Simple IRA
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCYI opened my agency in 2000 after spending 9 years working in State Farm claims, which gave me a strong foundation in customer service and problem-solving before moving into agency ownership. Our team now includes 5 team members who work together to support our customers and provide a welcoming, dependable experience. I’m a graduate of Clemson University, married with three kids, and a big fan of all things sports. Outside the office, you’ll usually find me at the beach, on the golf course, or spending time with family.We offer paid vacation and holidays, a Simple IRA, health benefits, and reimbursement for licensing costs to help our team grow professionally. Our office maintains a relaxed atmosphere with a strong focus on customer service and needs-based conversations that truly help people. If you’re looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you.ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Andrew Tiller - 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
- 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 7 and 63 licenses preferred.
Compensation $52,000.00 - $60,000.00 per year
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