Financial Services Representative – State Farm Agent Team Member

Job overview

Financial Services Representative – State Farm Agent Team Member is an onsite role in Saint Charles, MO, with annual pay of $100,000–$120,000. The role supports customers of Zach Plackemeier’s State Farm agency with life insurance and financial services. The representative helps customers understand financial options and identify products suited to their needs. The role contributes to the agency by providing consultative guidance, conducting financial reviews, and supporting portfolio and asset-allocation discussions while maintaining regulatory compliance.

What you'll do

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

What we're looking for

Skills & competencies

financial services representative

saint charles mo

state farm agent

full-time

life insurance

financial planning

investment options

portfolio management

asset allocation

customer consultations

$100k–$120k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance bonus, flexible schedule, health insurance, paid time off, training and development, and advancement opportunities.

Why this role

Three or more years of financial services experience is requested; Series 6, 63, 65, or SIE licenses and related certifications are noted.

About the employer

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