Financial Services Representative - State Farm Agent Team Member

Benefits 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Signing bonus Training & development Tuition assistance

ROLE DESCRIPTION

At the Scott McGrew Agency, we are more than just an insurance and financial services provider—we are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way. As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our 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. Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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 preferred but not required. Analytical and communication skills are a must. FINRA Series 6 and 63 licenses preferred. Life and Health license preferred. #J-18808-Ljbffr Scottmcgrew