Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member is an onsite, full-time role in Greenville, SC. The stated salary range is $84,000–$125,000 per year. The position supports Joe Bond’s State Farm agency by marketing financial products and helping customers consider financial options. The representative consults with customers about financial planning and investment options, reviews portfolios and asset allocation, and recommends products. The role contributes to customer decision-making while maintaining 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 appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

state farm agent team member

financial planning

investment options

portfolio management

greenville sc

joe bond state farm

full-time

$84k–$125k/year

customer consultation

financial reviews

regulatory compliance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• SIMPLE IRA with matching
• paid time off
• training and development
• advancement opportunities
• performance-based bonus.

Why this role

The posting lists three or more years of financial services experience and identifies Series 6, 63, 65, or SIE licenses as preferred or relevant credentials.

About the employer

Joe Bond - State Farm Agent is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.