Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative - State Farm Agent Team Member

Tiona Petrouske - State Farm Agent

Job Description

Job Description

Benefits:

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment 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 6, 63, and 65 licenses preferred.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in Green Bay, WI vacancy
  • $50k - $75k

     ...Account Representative - State Farm Agent Team Member As Account Representative - State Farm Agent Team Member...  ...proactively marketing relevant products and services. Grow your career as you better...  ...with their insurance and financial services needs, including: Auto... 
    Suggested
    For contractors

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    2 days ago
  • $40k - $50k

     ...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member with Jake Webster - State Farm Agent, you will generate the kind...  ...Shawano, WI and help customers with their insurance and financial services needs, including: Auto insurance... 
    Suggested
    For contractors

    Jake Webster - State Farm Agent

    Green Bay, WI
    3 days ago
  •  ...these questions, working for a State Farm independent contractor agent may be the career for you!...  ...market State Farm Insurance and financial services products. ROLE DESCRIPTION: As an Account Representative - State Farm Agent Team Member for Jack Grable - State Farm Agency... 
    Suggested
    For contractors
    Internship
    Work at office
    Flexible hours

    Jack Grable - State Farm Agency Intern

    Green Bay, WI
    2 days ago
  •  ...time off ~ Training & development Account Representative Brad Prentice State Farm Join our team as an Account Representative, where you'll drive insurance...  ...agency by building trust, delivering personalized service, and achieving sales goals. Key... 
    Suggested

    Brad Prentice - State Farm Agent

    Green Bay, WI
    21 days ago
  •  ...~ Paid time off ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Tiona Petrouske - State Farm Agent, you are vital...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As... 
    Suggested

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    2 days ago
  •  ...dedicated to providing excellent service that makes a positive impact...  ...help others, and be part of a team that strives to do good every...  ...interactions. Collaborate with team members to meet retention and outreach...  ...Must be able to obtain applicable state insurance licenses.... 
    Work at office

    Christina Lindauer - State Farm Agent

    Green Bay, WI
    25 days ago
  •  ...Specialist at Tiona Petrouske - State Farm Agent if: Youre the person...  ...dedicated to providing excellent service that makes a positive impact...  ...others, and be part of a team that strives to do good every...  ...interactions. Collaborate with team members to meet retention and... 
    Work at office

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    2 days ago
  •  ...clients. Our network of over 4,300 financial professionals across the U.S....  ...and guidance Product and Service Consultation : Discuss...  ...work experience Licensing : State Life & Health, SIE, Series 7,...  ...Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Holdings

    Green Bay, WI
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial...  ...Receive Risk Product State Licensing: Life, Accident, and...  ...access to the best products and services for our clients. Our...  ...successes. We strive to create teams that reflect our customers and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    De Pere, WI
    23 hours ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing...  ...Thrivent is a different kind of financial services firm, one that puts generosity at the...  ...training and coaching as you obtain your state insurance licenses (life, health & variable... 

    Thrivent Financial for Lutherans

    Green Bay, WI
    23 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹...  ...supported by branch associates, a home-office team and other regional financial advisors....  ...with a track record of success State insurance licenses preferred Preferred... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Green Bay, WI
    4 days ago
  • $58.44k

     ...include the full breadth of personal financial counseling services to military service members and their families at military...  ...job duties listed above are representative and not intended to be all-...  ...DL - Driver License, Valid In State - OtherOtherOther License and... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Green Bay, WI
    1 day ago
  • $41.71k - $65k

     ...Banking Sales & Service Delivers...  ...guidance regarding financial solutions that...  ...Acts as a key member of a collaborative...  ...and market team. Probes to understand...  ...a real estate agent capacity....  ...Salaried The above represents BMO Financial...  ...federal, state and local law.... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Green Bay, WI
    5 days ago
  •  ...Florida we are proud to service our local communities...  ...proactively identify financial needs to recommend appropriate...  ...support tasks. Team Collaboration &...  ...collaborate with team members to meet branch goals....  ...outreach efforts and represent Nicolet in local engagement... 
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern...  ...start as a financial representative focused on client-...  ...& Advisory Services · Trust Services ·...  ...joining a sophisticated team, or becoming an...  ...broker-dealer, and member of FINRA and SIPC,...  ...design) in the United States to Certified... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    De Pere, WI
    4 days ago
  • $30 per hour

     ...responsible for, but not limited to, the following: Accounting & Financial Operations Manage accounts payable and accounts...  ...reports for consultants, trainers, company ownership, and leadership teams. Support monthly and bi-weekly financial reporting processes... 
    Hourly pay

    Truity Partners

    De Pere, WI
    1 hour ago
  •  ...expenses. In this role, our team members thrive in a competitive atmosphere...  ...timely and efficient service Exceed customer expectations...  ...sick leave as determined by state or local ordinance (prorated...  ...on start date) OneMain Financial (NYSE: OMF) is the leader in... 
    Local area
    Monday to Friday

    OneMain Holdings Inc

    Green Bay, WI
    2 days ago
  • $15 per hour

     ...oil. We're always looking for friendly and energetic team members to join our family. Technicians, managers, and more positions...  ...filters, fill air in tires, and perform other light maintenance services. All you need to do is be willing to learn, work hard, and... 
    Weekly pay
    Daily paid
    Full time
    Flexible hours

    Driven Brands

    Green Bay, WI
    1 day ago
  • $60k - $150k

     ...Advisor) World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists...  ...supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows... 
    Base plus commission
    Immediate start

    World Insurance Company Defunct

    Green Bay, WI
    23 hours ago
  •  ...General Warehouse Team Member Begin your Composites One Career Today! Position Overview: As a General Warehouse Team Member, you...  ...success. Each role is essential in helping us provide exceptional service to our Customers. We cultivate a culture of empowerment and... 
    Shift work

    Composites One

    De Pere, WI
    3 days ago
  • We are seeking dedicated and reliable Team Members to join our dynamic team. In this role, you will be responsible for maintaining cleanliness...  ..., etc. Essential Job Duties: Perform environmental services tasks, ensuring all areas are clean and sanitized. Execute... 
    Full time
    Part time
    Local area
    Work from home
    Monday to Friday
    Weekend work

    BELLIN

    Green Bay, WI
    1 day ago
  • Job Posting Please apply in person at the address listed. This job posting is for a position in a restaurant owned and operated by an independent franchisee, not QDOBA Restaurant Corp. This means the independent franchisee, and not QDOBA Restaurant Corp. will be ...

    Qdoba

    Green Bay, WI
    23 hours ago
  •  ...as a result of flight interruptions May work in the Baggage Service Office to track the location of baggage and handle passenger questions...  ...working in tight spaces Authorized to work in the United States without sponsorship Must possess and maintain a valid US... 
    Full time
    Work at office
    Local area
    Immediate start
    Shift work
    Night shift
    Weekend work

    United Ground Express

    Green Bay, WI
    4 days ago
  •  ...futures, confidence, and financial wellness along the way....  ...to financial guide for members. You will: Lead...  ...empathy, and outstanding service. Provide expert...  ...member experience and team performance. Solve problems...  ...protected by local, state, or federal law. We embrace... 
    Work at office
    Local area

    Summit Credit Union

    Suamico, WI
    6 days ago
  •  ...Yard Team Member At Fleet Farm, providing the best customer service is our priority. Do you enjoy a physical job and working...  ...relevant, properly secured, and well represented. Responsible for maintaining...  ...status protected by federal, state or local law. Upon request and... 
    Local area
    Flexible hours
    Night shift

    Fleet Farm

    Green Bay, WI
    3 days ago
  •  ...At Fleet Farm, providing the best customer service is our priority. If you are friendly, self-motivated, dependable...  ...role is for you! The Logistics Team Member is responsible for unloading...  ...other status protected by federal, state or local law. Upon request and consistent... 
    Local area
    Flexible hours
    Shift work
    Night shift

    Mills Fleet Farm

    Green Bay, WI
    3 days ago
  • $10 per hour

     ...mission is to nourish and inspire every team member, guest, and community we serve. We are hiring...  ...~ Free mental health, legal, and financial resources to support your well-being ~...  ...certifications in accordance with local, state, and federal regulations. Must be at... 
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Noodles & Company

    Green Bay, WI
    2 days ago
  • $60k - $200k

     ...Insurance Associates (“World”) is a unique financial services organization with a global network of...  ...Together, our Employee Benefits team helps clients build a capital-efficient...  ...a high degree of interaction with team members . . . Contribute to a collaborative... 
    Base plus commission
    Immediate start

    World Insurance Associates LLC

    Green Bay, WI
    3 days ago
  • $10k

     ...Border Patrol Agent (BPA) in the Federal Security and Public Safety...  ...military police unit or as a member of a state or local law enforcement...  ...contraband. Performing farm checks, building checks, traffic...  ...be eligible for an excepted service Veterans Recruitment Appointment... 
    Full time
    Local area
    Immediate start
    Relocation
    Night shift

    US Customs and Border Protection

    Green Bay, WI
    4 days ago
  • $13 per hour

     ...have opportunities for advancement? If so, this position is for you! Ruth's Marketplace has positions available for kitchen crew, service staff, and dish room stewards. A free meal is provided each shift worked and the pay starts at $13.00 per hour. Additional shift... 
    Hourly pay
    Full time
    Shift work
    Weekend work

    St. Norbert College

    De Pere, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative - State Farm Agent Team Member. Be the first to apply!