Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is hybrid in Pelham, AL, with compensation of $65,000–$85,000 per year. The position is with Ryan Fagerstrom - State Farm Agent. The representative markets financial products and educates customers about financial options through a consultative, sales-minded approach. The role includes discussing financial planning and investment options, assisting with portfolio management and asset allocation, conducting financial reviews, recommending products, and 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

state farm agent team

financial products

financial planning

investment options

portfolio management

asset allocation

hybrid

pelham al

ryan fagerstrom

$65k–$85k/year

series 6

series 63

series 65

Work arrangement

• Weekend coverage required

Why this role

Flexible work-from-home options are available. Three or more years of financial services experience is listed; Series 6/63/65 or SIE licenses are preferred.

About the employer

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