Financial Services Representative - State Farm Agent Team Member
Indianapolis - IN - 46240
Financial Services Representative - State Farm Agent Team Member
Full Time • Indianapolis - IN - 46240
Benefits:
- Bonus based on performance
- Competitive salary
- Parental leave
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative with Mitch Harris- State Farm Agency, you will successfully market the financial products that manage everyday risks and help our customers reach their financial goals. 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. You will be provided with leads and will be able to help services customers whom we already have built a trusted relationship with. This is a hybrid role that will provide you with the opportunity to not only help individuals and families with insurance but also help them in planning for retirement and reach their financial goals.
We are an agency in growth-mode, investing heavily in the success of our team.
RESPONSIBILITIES:
As a Financial Services Representative with Mitch Harris- State Farm Agency, you will successfully market the financial products that manage everyday risks and help our customers reach their financial goals. 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. You will be provided with leads and will be able to help services customers whom we already have built a trusted relationship with. This is a hybrid role that will provide you with the opportunity to not only help individuals and families with insurance but also help them in planning for retirement and reach their financial goals.
We are an agency in growth-mode, investing heavily in the success of our team.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate insurance and financial services products.
- Maintain compliance with financial regulations.
- Assist in the day-to-day operations of the agency including making outbound and taking incoming calls.
QUALIFICATIONS:
- Ability to obtain Indiana Property and Casualty producer license by start date
- Active Indiana Life and Health producer license
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Strong understanding of financial products and services.
- FINRA Series 6, 63, and 65 licenses preferred.
- Detail oriented with strong organizational skills
- Have the ability to learn quickly both systems and products
Benefits
- This role provides a base salary with an uncapped earning potential.
- PTO
- Bonuses
- SIMPLE IRA with Employer match
- Health Reimbursement Account
- Paid training
- Parental leave after 1 year of employment
Compensation: $40,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Indianapolis, IN and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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