Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Mason, OH, with compensation of $65,000.01–$125,000 per year. Doug Zeigler’s State Farm agency markets financial products to help customers manage everyday risks. The representative educates customers about financial planning and investment options, assists with portfolio management and asset allocation, conducts financial reviews, recommends products, and maintains 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

mason oh

doug zeigler state farm agent

financial planning

investment options

portfolio management

asset allocation

financial reviews

regulatory compliance

full-time

day

$65,000.01–$125,000/year

health insurance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, paid time off, 401(k) matching, signing bonus, performance-based bonus, training and development, advancement opportunities, company parties, and competitive salary.

Why this role

Series 6, 63, 65, or SIE licenses are preferred; the posting also lists these and other relevant certifications among qualifications.

About the employer

Doug Zeigler - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.