Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member role is onsite in Marshall, MN, with a stated salary range of $60,000–$85,000 per year. Andrew Suby’s State Farm agency says its mission is to provide personalized insurance and help customers save and plan for the future. The representative markets financial products and consults with customers about planning and investment options. The role supports customer financial decisions through portfolio assistance, financial reviews, product recommendations, and compliance with financial regulations.

What you'll do

• Consult customers on financial planning and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

marshall mn

andrew suby state farm agent

financial planning

investment options

portfolio management

asset allocation

financial reviews

product recommendations

finra series 6

finra series 63

customer service

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefit stipend, salary plus commission or bonus, Simple IRA with company matching, paid time off, training and development, and advancement opportunities.

Why this role

FINRA Series 6 and Series 63 licenses are required; the posting asks for at least two years of financial-services experience.

About the employer

Andrew Suby - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.