Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Broken Arrow, OK, with a stated annual salary range of $45,000–$150,000. Austin Brown - State Farm Agent’s agency has served customers since 2012 and expanded to Broken Arrow in 2022. The representative markets financial products and consults with customers about financial planning, investment options, and life and health coverage. By identifying needs, recommending suitable products, following up on leads, and maintaining regulatory compliance, the role supports customer protection and agency growth.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

broken arrow ok

austin brown state farm agent

financial products

insurance

life and health coverage

financial planning

investment options

customer consultation

lead generation

$45k–$150k

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• paid time off
• training and development
• opportunity for advancement
• performance-based bonuses
• flexible schedule.

Why this role

An active Life and Health license is required or must be obtained quickly; FINRA Series 6, 63, 65, or SIE is preferred. Benefits include training and development, paid time off, health insurance, and performance-based bonuses.

About the employer

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