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:

  • Life Insurance
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - 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 6 and 63 licenses preferred, 7 accepted.
Vacancy posted 4 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 - $100k

     ...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 financial products that manage everyday risks. Your proficient... 
    Suggested
    For contractors

    Tiona Petrouske - State Farm Agent

    Green Bay, WI
    1 day ago
  • $50k - $65k

     ...Opportunity for advancement As a Financial Services Representative with Tiona Petrouske State Farm, you will play a key role in...  ...sales capabilities of the entire team through coaching, role‑playing,...  ...accountability. Coach team members on sales conversations, needs discovery... 
    Suggested
    Work at office
    Visa sponsorship
    2 days per week

    Mygreenbayagent

    Green Bay, WI
    4 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
    3 days ago
  •  ...Great Fit as a Multiline Representative at Jack Grable - State Farm Agent if: You’re the person people...  ...others, and be part of a team that strives to do good...  .... Collaborate with team members to achieve office...  ...Prior experience in customer service, business support, or insurance... 
    Suggested
    Work at office
    Work from home
    Flexible hours

    Jack Grable - State Farm Agent

    Green Bay, WI
    1 day 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
    2 hours 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... 
    For contractors

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    3 days ago
  • $35k - $50k

    Customer Relations Representative - State Farm Agent Team Member Full Time in Neenah, WI Replies within 24 hours Disability insurance 401(k) Bonus based...  ...insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You... 
    Full time
    For contractors
    Work at office
    Local area
    Flexible hours

    er Ins and Fin Svs Inc

    Green Bay, WI
    5 days ago
  •  ...Primerica is a leading provider of financial products and services in North America, headquartered in...  ...than 151,000 licensed independent representatives who deliver financial education...  ...also involves collaborating with team members, staying current on financial products... 
    Full time
    Local area

    Primerica

    De Pere, WI
    4 days ago
  •  ...Specialist at Zach Zimmerman State Farm  if:  You’re the person people...  ...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

    Zach Zimmerman - State Farm Agent

    De Pere, WI
    5 days 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
    5 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
  • $27 - $33 per hour

     ...to make better and smarter financial decisions and enabling the communities...  ...and loan products and services, and recommending solutions...  ...partnerships with branch team members and partners to best serve clients...  ...located in the United States and certain U.S. territories... 
    Temporary work
    Local area
    Relocation package

    U.S. Bancorp

    Green Bay, WI
    1 day ago
  •  ...dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a...  ...goals. You'll be part of a dynamic team that values innovation and...  ...and the success of every team member. life, disability, vision, and... 
    Work at office

    Bighorn Law

    Green Bay, WI
    3 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
    Remote work
    Flexible hours

    Northwestern Mutual

    De Pere, WI
    5 days ago
  • $45k - $65k

     ...manager for Zach Zimmerman State Farm, you are vital to our...  ...relevant products and services. Grow your...  ...to have you on our team. RESPONSIBILITIES:...  ...with their insurance and financial services needs, including...  ...State Farm agents are independent contractors... 
    For contractors

    State Farm

    De Pere, WI
    2 days ago
  • $100k - $115k

     ...dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a...  ...goals. You'll be part of a dynamic team that values innovation and...  ...and the success of every team member. This role is on-site in our... 
    Work at office

    Laura Mossakowski LLC

    Green Bay, WI
    6 days ago
  • $45k - $75k

     ...Manager for Tiona Petrouske - State Farm Agent, you are vital to our daily...  ...relevant products and services.Responsibilities:Develop and...  ....00 - $75,000.00 per yearMy 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
  • $41.5k - $65.5k

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

    BMO U.S.

    De Pere, WI
    1 day 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
    1 day 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
  •  ...working at one of our restaurants. A Crew Team Member at McDonald’s is more than just a...  ...recognized protected basis under federal, state or local laws, regulations or ordinances...  ...all communities. Our values of quality, service, and cleanliness continue to guide us. We... 
    Full time
    Part time
    Local area
    Night shift
    Weekend work

    McDonald's

    Green Bay, WI
    2 days ago
  • $11 - $15 per hour

     ...As a McDonalds crew member, you will serve each customer as a special...  ...delivering the best Quality-Service-Cleanliness. Here is a list...  ...smile and friendliness, work on a team in either the Grill/Production...  ...basis under federal, state or local laws, regulations or... 
    Full time
    Part time
    Local area
    Shift work

    McDonald's

    De Pere, WI
    2 days ago
  • $14 - $18 per hour

    McDonald’s is seeking Crew Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant cleanliness. Crew Members may work in the front counter, drive-thru, or kitchen depending on shift needs. Responsibilities... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    McDonald's

    Green Bay, WI
    2 days ago
  • $75k - $100k

     ...Financial Services Agent Farmers Insurance $75,000$100,000+ Potential | Commission-Based | Statewide...  ...the required licenses, including: State Life & Health insurance license...  ...Insurance Agent Financial Services Representative Banker or Relationship Manager... 
    Full time
    For contractors
    Work at office

    Farmers Insurance - District 3450

    Green Bay, WI
    7 hours ago
  •  ...Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results...  ...Financial Consultant to join our team. In this position, you will engage with clients...  ...team dedicated to delivering exceptional service and fostering long-term client relationships... 

    WealthBridge Financial Group

    Green Bay, WI
    10 hours ago
  • $10 per hour

     ...Team Member Opportunity At Noodles & Company At Noodles & Company,...  ...cashiers, servers, and guest service team members who welcome guests...  ...mental health, legal, and financial resources to support your well...  ...certifications in accordance with local, state, and federal regulations.... 
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Noodles & Company

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

     ...Financial Advisor OpportunityBecoming a financial...  ...as a financial representative focused on client-...  ...Investment & Advisory Services · Trust Services ·...  ...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 Life Insurance Company

    De Pere, WI
    2 days ago
  •  ...minimum with unlimited upside as you increase your aptitude and proficiency in completing projects for the company. As a part-time team member, you are offered identity theft protection and 401k with match. Optimized, flexible work schedules that enable a healthy work-... 
    Extra income
    Part time
    Immediate start
    Flexible hours
    Shift work

    RD SOLUTIONS INC

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

     ...Overview Becoming a financial advisor at Northwestern Mutual is a...  ...advisor, you start as a financial representative focused on client‑building...  ...• Investment & Advisory Services • Trust Services • Retirement...  ...office, joining a sophisticated team, or becoming an advanced... 
    Work at office

    Unavailable

    De Pere, WI
    2 days ago
  •  ..., and Florida we are proud to service our local communities and make...  ...their growth and development. Financial Advisor is responsible for managing...  ...with the client service team, including Financial Advisors,...  ...licenses as required by the SEC and state agencies Completion of CFP... 
    Bank staff
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    2 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!