Financial Services Representative - State Farm Agent Team Member
Annereeves
Benefits: 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Training & development Role Description: As a Financial Services Representative - State Farm Agent Team Member with Anne Reeves - 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 7 and 63 licenses preferred. #J-18808-Ljbffr Annereeves
$55k - $75k
...starting my career as a State Farm claims adjuster and... .... Today, our team includes six members, and we operate with... ...Chairman of Trustees, financial officer, and a member... ...very successful future agents. Our office... ...experience in customer service, business support, or...SuggestedFor contractorsCasual workWork at officeFlexible hours$45k - $70k
...Description As an Insurance Account Representative - State Farm Agent Team Member for Cliff Ward - State Farm Agent,... ...marketing relevant products and services. Responsibilities Establish customer... ...with their insurance and financial services needs, including Auto Insurance...SuggestedFor contractorsWork at office- ...Great Fit as a Multiline Representative at Tamika Walker - State Farm Agent if: You’re the person... ...to providing excellent service that makes a positive impact... ..., and be part of a team that strives to do good... .... Collaborate with team members to achieve office objectives...SuggestedWork at office
- ...starting my career as a State Farm claims adjuster and... .... Today, our team includes six members, and we operate with... ...Chairman of Trustees, financial officer, and a... ...successful future agents. Our office culture... ...: As a Customer Service Representative - State Farm Agent...SuggestedCasual workWork at officeFlexible hours
- ...development Job Overview: The Account Representative – Sales is primarily responsible for... ...conversation about insurance and financial services. In order to accomplish this, the... ...– Sales follows legal, ethical, and State Farm guidelines to educate prospects and customers...SuggestedWork at office
- ...Paid time off Role Description As Insurance Account Representative - State Farm Agent Team Member for Tamika Walker - State Farm Agent, you are vital to... ...customers by proactively marketing relevant products and services. Grow your career as you improve your community. As...
- ...office of Tamika Walker - State Farm Agent. As a member of our agency team, you have an... ...appropriate products and services. Work with the agent to... ...sales or inside sales representative, retail sales associate... ...the role insurance and financial products play in helping...For contractorsWork at officeLocal area
$40k - $60k
...State Farm Agent Team Member Do you have aspirations to run your own business... ...appropriate products and services. Work with the agent... ...outside sales or inside sales representative, retail sales associate,... ...the role insurance and financial products play in helping...For contractorsWork at officeLocal area$16.38 - $25.62 per hour
As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers... ...research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and...Hourly pay- ...Intern - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional... ...Interest in marketing products and services based on customer needs Excellent... ...help customers with their insurance and financial services needs, including: Auto...For contractorsInternshipWork at officeLocal areaFlexible hours
- ROLE DESCRIPTION As Insurance and Financial Services Position - State Farm Team Member for Tamika Walker - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a...
- ...ROLE DESCRIPTION: Cory Kennedy - State Farm Agent is a leading insurance agency... ...dedicated to providing exceptional service to our customers. We are... ...dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly...Part timeWork at officeRelocation packageFlexible hours
- ...Life Insurance Position - State Farm Agent Team Member Tamika Walker - State Farm Agent is seeking... ...you will market Life/Health insurance services and products to benefit customers and... ...help customers with their insurance and financial services needs, including: Auto...For contractorsWork from homeFlexible hours
- Annereeves in Fredericksburg, Virginia is seeking a Financial Services Representative for their State Farm Agent Team. The representative will effectively market financial products and provide consultative financial advice to customers, addressing their everyday risks and...
- Tamika Walker - State Farm Agent is seeking an Insurance and Financial Services professional to join the team as a State Farm Agent Team Member. You will grow the agency through meaningful customer relations and by aligning customer needs with agency offerings. You will...
- Tamika Walker - State Farm Agent in Fredericksburg, VA invites you to join as an Agent Team Member. Build customer relationships, educate clients about auto, home, and life insurance, and help promote State Farm products while gaining hands-on agency experience. This role...Immediate start
$40k - $60k
...Insurance Account Position - State Farm Agent Team Member Successful State Farm... ..., and friendly customer service. Service can include responding... ...sales or inside sales representative, retail sales associate, or... ...the role insurance and financial products play in helping people...For contractorsWork at officeLocal area- ...values, and are dedicated to putting client service first in all they do. We compete for... ...them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working... ...the direct supervision of a seasoned team of wealth advisors. You will be charged with...Temporary workWork at officeRemote workFlexible hours
- Davenport & Company LLC in Fredericksburg is looking for a Client Service Associate to support Financial Advisors and help foster a positive client relationship. The successful candidate will handle tasks such as answering calls, submitting requests, and assisting clients...Full timeWork at office
- ...Overview Bankers Life Financial Advisors help clients live more and worry... ...of your business and build a team Ideal candidate Active Life &... ..., competitive roles, client services, or client-facing roles Desire... ...schedules once you complete your agent training Progressive...Full timeWork at officeFlexible hours
$40k - $55k
...Wealth Advisor The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires...Work at officeLocal area$16.38 - $25.62 per hour
Carter Bank is seeking a Financial Services Representative II in Fredericksburg, Virginia. In this role, you will build and maintain strong customer relationships and assist them with their financial goals. You'll proactively engage customers, handle transactions, and resolve...Hourly pay- A financial services company in Fredericksburg, Virginia is seeking a Financial Advisor to help clients with personalized financial planning.... ...client base, presenting financial solutions, and developing team leadership. The ideal candidate will possess or be able to acquire...
- Carter Bankshares is seeking a Financial Services Representative II in Fredericksburg, Virginia. This role requires building strong customer relationships and helping clients achieve their financial goals through proactive engagement. Responsibilities include managing customer...
- A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. This role involves building relationships and providing investment solutions while supporting a diverse culture. Candidates should have...
$45.38k - $75.63k
...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor... ...products and services for individuals, companies... ...relationship with their advisory team committed to their... ...Management team represents an array of different... ...: 1st shift (United States of America) Hours Per...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$28.85 - $33.65 per hour
...and investment products and services for individuals, companies, and... ...enables you to be part of a team that specializes in goals‑based... ...Advisor Development Program Financial Solutions Advisor Stage I (... ...Hours Shift: 1st shift (United States of America). Hours per week:...Hourly payTraineeshipWork at officeShift workDay shift- ...deliver attentive and friendly service, creating a welcoming... ...lasting relationships, understand financial needs, and tailor product and... ...with and connect them to our team of experts to help with specialized... ...Essential (SIE) exam, FINRA Series 6, state registration (including 63 if...Afternoon shift
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Fredericksburg, VA to act as a trusted advisor and deliver customer-focused financial solutions. The role emphasizes proactive sales, service excellence, and collaboration with ecosystem partners to deepen...
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