Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
Here at Zach Augustyn - State Farm Insurance in Maple Grove, MN, we offer over 25 years of experience! I began as an agent in Nebraska and now lead a dedicated team in the Twin Cities, serving Minnesota, Wisconsin, and Nebraska. We offer comprehensive insurance products, including Auto, Homeowners, Life, Renters, and specialized coverage for cabins, boats, ATVs, and more. Our agency is expanding, with plans to open a second location in 2025.

We treat our customers like family, assisting with relocations and addressing all individual insurance concerns. We are committed to community involvement, we volunteer and coach youth sports throughout the Twin Cities.

Our team enjoys a vibrant workplace culture with regular monthly events like potlucks, social gathers and weekly challenges for our social media presence. We also celebrate together with festive holiday parties, fostering a strong sense of community and pride for our company.

COMPENSATION:

• 60-100k+ per year, based on performance.

With our expanding and vibrant market, focus on team member development and training, and positive office culture, we are confident you will achieve high-earning compensation!

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Zach Augustyn - 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:

• Provide clients with financial planning and investment advice.
• Assist clients 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.
• Strong analytical and communication skills.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Life/Health license (required).
• Series 6, 63, 65 or 7 (required).