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

State Farm

Benefits: Paid time off 401(k) matching Bonus based on performance Competitive salary

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, 7 is accepted. #J-18808-Ljbffr State Farm

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 - $150k

     ...Financial Services Representative - State Farm Agent Team Member 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... 
    Suggested
    For contractors

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    2 days ago
  • $42k - $50k

     ...Specialist At Zimmerman State Farm, we're here to...  ...and be part of a team that strives to do...  ...with team members to meet retention...  ...experience in customer service or account management...  ...insurance and financial services needs, including...  ...State Farm agents are independent contractors... 
    Suggested
    For contractors
    Work at office

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    1 day ago
  •  ...6 and currently lead a growing team of six. Before becoming a State Farm agent, I worked at State Farm Corporate...  ...DESCRIPTION: As a Customer Service Representative with Jack Grable - State Farm...  ...with other agent team members, and anticipating the needs of... 
    Suggested
    Local area
    Flexible hours

    Jack Grable - State Farm Agent

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

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Jake Webster - State...  ..., 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
  • $42k - $75k

     ...DescriptionAs an Account Representative with Zimmerman State Farm, you are vital to...  ...products and services. Grow your career as...  ...to have you on our team.ResponsibilitiesProvide...  ...insurance and financial services needs, including...  ...planningState Farm agents are independent... 
    Suggested
    For contractors

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    3 days ago
  •  ...questions, working for a State Farm independent contractor agent may be the career for...  ...Farm Insurance and financial services products.  ROLE DESCRIPTION...  ...a Customer Service Representative with Christina...  ...coordinating with other agent team members, and anticipating the... 
    For contractors

    Christina Lindauer - State Farm Agent

    Green Bay, WI
    29 days ago
  • Financial Service Representative- Ambulatory Surgery Center- Full Time #26-586 Green Bay, Wisconsin, United States Location ASC-178 Description This is a full-time, 40-hour per week position...  ..., training and support so every member of the team contributes to our success.... 
    Full time

    PREVEA HEALTH

    Green Bay, WI
    1 hour ago
  •  ...ROLE DESCRIPTION: As an Account Representative with Zimmerman State Farm, you are vital to our daily business...  ...marketing relevant products and services. Grow your career as you better...  ...professional, we are eager to have you on our team. RESPONSIBILITIES: Provide... 

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    10 days ago
  •  ...Specialist at Christina Lindauer - State Farm Agent if:  You’re the person...  ...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... 
    Work at office

    Christina Lindauer - State Farm Agent

    Green Bay, WI
    1 day ago
  •  ...Acquisitions Specialist at Zimmerman State Farm if:  You’re the person...  ...others, and be part of a team that strives to do good every...  ...goals. Collaborate with team members to coordinate outreach...  ...marketing, outreach, or customer service preferred. Must be able to... 
    Work at office
    Relocation package
    Flexible hours

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    3 days ago
  • $42k - $70k

     ...Financial Services Representative Zimmerman State Farm is seeking a qualified and empathetic professional for the role of...  ...0.00 - $70,000.00 per year My team's mission is to help people manage...  ...planning State Farm agents are independent contractors who hire... 
    For contractors

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    De Pere, WI
    2 days ago
  • Laura Mossakowski LLC is seeking a licensed Financial Services Associate to guide clients toward their financial goals. You will work with a seasoned advisor to develop comprehensive financial plans and help clients feel supported and informed. This on-site role is based... 
    Work at office

    Laura-Mossakowski-LL

    Green Bay, WI
    3 days ago
  • Prevea Health in Green Bay, Wisconsin seeks a Financial Service Representative (FSR) to greet and register patients, schedule visits, and act as a liaison between patients and medical staff. The FSR helps with financial questions, insurance details, and account inquiries... 
    Full time

    Prevea Health

    Green Bay, WI
    3 days ago
  • $58.44k

     ...position will provide personal financial services at assigned military...  ...services to military service members and their families at military...  ...duties listed above are representative and not intended to be all-...  ...- Driver License, Valid In State - OtherOtherOther License and... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    De Pere, WI
    2 days ago
  • Laura Mossakowski, LLC - Financial Planning for Women and Their Families is seeking a Support Advisor to collaborate with Advisors in delivering...  ...client relationships, foster trust, and ensure high-quality service in a small, client-centric office in Green Bay, Wisconsin. The... 
    Full time
    Work at office

    Laura Mossakowski, LLC - Financial Planning for Women and Th...

    Green Bay, WI
    3 days ago
  • $24 - $35 per hour

     ...Manager for Tiona Petrouske - State Farm Agent, you are vital to our daily...  ...relevant products and services.Benefits:Free food & snacksPaid...  ...$24.00 - $35.00 per hourMy team's mission is to help people...  ...customers with their insurance and financial services needs, including:... 
    For contractors
    Work at office

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    3 days ago
  • $42k - $65k

     ...manager for Zach Zimmerman State Farm, you are vital to our...  ...relevant products and services. Grow your career as...  ...to have you on our team.Benefits:Bonus based on...  ...with their insurance and financial services needs,...  ...insuranceRetirement planningState Farm agents are independent... 
    For contractors

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    3 days ago
  •  ...people? Do you have customer service experience? Are you looking for...  ...in-person, when they have a financial need. No prior finance...  ...earn a monthly bonus when your team meets your branch goals!Community...  ...a company, we are pro-active members of the community. We make ongoing... 
    Temporary work
    Work at office
    Local area

    Security Finance

    Green Bay, WI
    11 hours ago
  • Are you ready to take your financial services expertise to an environment...  ...exceptional service. Join our team and enjoy flexible work...  ...solely through registered representatives and investment adviser representatives...  ...in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin... 
    Remote work
    Flexible hours

    Lakeshore Financial Group

    Green Bay, WI
    3 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build client relationships, deliver personalized investment solutions, and collaborate... 

    JP Morgan Chase

    Green Bay, WI
    4 days ago
  •  ...Description - Entry Level - Financial Advisor - WI, Green Bay (2636...  ...W ) Primary Location UNITED STATES-WI-Green Bay Organization Equitable...  ...and guidance Product and Service Consultation : Discuss...  ...groups. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Green Bay, WI
    1 day ago
  • Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management... 

    Magellan Health

    Green Bay, WI
    2 days ago
  • $58.44k - $93.5k

     ...responsibilities include delivering personal financial counseling services to military service members and their families at military...  ...as assigned; duties listed are representative and not all-inclusive....  .... Other requirements: Valid in-state driver license (as applicable).... 
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Green Bay, WI
    3 days ago
  • Magellan Health, Inc. is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at Fort Buchanan, Puerto Rico. The role emphasizes one-on-one counseling, group workshops, and the development of educational... 

    Magellan Health, Inc.

    De Pere, WI
    3 days ago
  • $41.5k - $65.5k

     ...ServiceDelivers exceptional service to BMO customers...  ...regarding financial solutions that are...  ...procedures.Acts as a key member of a collaborative...  ...branch and market team.Probes to...  ...SalariedThe above represents BMO Financial Group...  ...applicable federal, state and local law.BMO... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Green Bay, WI
    4 days ago
  •  ...We are looking for Hardees Team Members who want a hand in making their...  ...Food Deliver Fast/Courteous Service Maintain a Clean and...  ...Hardee's franchisee in the United States. I understand and...  ...Incorporated, is not acting as an agent for Hardee's Restaurants or any... 
    Flexible hours
    Shift work

    Hardee's

    Green Bay, WI
    11 hours ago
  • $17 - $28.96 per hour

     ...Bank requires you to directly represent yourself and your own...  ...customers, provide exceptional service, and learn the skills to grow...  ...transactions, assist customers with financial needs, and introduce...  ...insurance, mortgage, and other teams to provide comprehensive financial... 
    Hourly pay

    Associated Banc-Corp

    Green Bay, WI
    1 day ago
  • State Farm Agent is seeking a Financial Services Representative to market investment products and educate customers on financial options. You will apply analytical skills to assess client needs and present suitable financial solutions. You will consult on planning, help... 

    State Farm

    Green Bay, WI
    2 days ago
  • $24 - $35 per hour

     ...Manager for Tiona Petrouske - State Farm Agent, you are vital to our daily...  ...relevant products and services. Benefits: ~ Free food...  ....00 - $35.00 per hour My team's mission is to help people...  ...customers with their insurance and financial services needs, including:... 
    Hourly pay
    For contractors
    Work at office

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    1 day 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!