Financial Services Representative — State Farm Agent Team
Compensation
$50k – $100k /yr
Employment type
Full-time
Work setting
On-site
Location
Madison, NC
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative role is onsite in Madison, NC. Compensation is $50,000–$100,000 per year. The representative works with the Eric Everly State Farm agent team to market financial products and advise customers on financial options. The role supports customers' financial planning needs through consultations, portfolio assistance, and financial reviews. It contributes to agency goals by recommending appropriate products 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 representativemadison ncstate farm agent teamfinancial planninginvestment optionsportfolio managementasset allocationfinancial reviewsregulatory compliancefinra series 7 preferredfinra series 63 preferred$50k–$100k per year
- Work arrangement
- Weekend coverage required
Why this role
The posting requests three or more years of financial services experience; FINRA Series 7 and 63 licenses are preferred.
About the employer
Eric Everly - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 41-3031.00
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Listing ID: 70bfb7bb-7095-4747-9e5b-90201819c970