Financial Services Representative — State Farm Agent Team

Job overview

The Financial Services Representative — State Farm Agent Team role is onsite in Midland, MI, and pays $75,000–$100,000 annually. Robert Boerner - State Farm Agent supports customers with financial products and planning for everyday risks and long-term goals. The representative works directly with customers and small business owners to discuss financial goals, review options, and develop plans and strategies. Responsibilities include financial planning and investment consultations, portfolio and asset-allocation assistance, financial reviews, product recommendations, and 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
• meet with customers annually
• develop plans and strategies for financial goals
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

midland mi

state farm agent team

financial planning

investment options

portfolio management

asset allocation

customer relationships

small business owners

series 7 preferred

series 63 preferred

$75k–$100k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance-based bonus, opportunity for advancement, paid time off, and training and development.

Why this role

The posting requests 3+ years of financial services experience and lists FINRA Series 7 and 63 licenses as preferred.

About the employer

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