Financial Services Representative - State Farm Agent Team Member
$60k - $100kKathy Wall - State Farm Agent
Financial Services Sales Representative
As a Financial Services Sales Representative with Kathy Wall State Farm, you'll take a consultative approach to helping clients protect and grow their financial future. You'll work closely with individuals and families to assess needs, provide guidance, and recommend tailored financial solutions.
Consult with clients on financial planning and investment options
Conduct in-depth financial reviews and recommend appropriate solutions
Assist with portfolio management and asset allocation
Educate clients on financial products in a clear, relatable way
Ensure all recommendations meet compliance standards
Build long-term relationships that drive retention and referrals
3+ years of experience in financial services or financial sales
Strong analytical and communication skills
FINRA Series 7 & 63 licenses
A consultative, relationship-driven sales approach
Self-motivated with a strong desire to grow and succeed
Compensation: $60,000.00 - $100,000.00 per year
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. Come work with an energetic, fun team at Kathy Wall - State Farm Agent!
Kathy Wall - State Farm AgentVacancy posted 2 days ago
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