Financial Services Representative - State Farm Agent Team Member
Midland - MI
Financial Services Representative - State Farm Agent Team Member
Full Time • Midland - MI
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals.
Position with include:
Working with customers directly
Meeting with customers on an annual basis
Developing plans and strategies to help them achieve their financial goals
Giving them options that best fit their situation
Speaking with customers on the phone
developing relationships with customers and small business owners
RESPONSIBILITIES:
As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals.
Position with include:
Working with customers directly
Meeting with customers on an annual basis
Developing plans and strategies to help them achieve their financial goals
Giving them options that best fit their situation
Speaking with customers on the phone
developing relationships with customers and small business owners
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.
Compensation: $75,000.00 - $100,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Robert Boerner - State Farm Agent may be the right fit for you! If you want to make an impact, see immediate success, we could be the place for you! If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Robert Boerner - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Midland, Michigan .
We look forward to speaking with you!
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none