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Financial Services Representative, State Farm Agent Team Member

Zach Augustyn - State Farm Agent · Osseo, MN · Financial services team at Zach Augustyn’s State Farm agency

Compensation

$60k – $100k /yr

Employment type

Full-time

Work setting

On-site

Location

Osseo, MN

Schedule

Day shift

Posted

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Job overview

The Financial Services Representative, State Farm Agent Team Member role is onsite in Osseo, MN. Compensation is $60,000–$100,000 per year, based on performance. Zach Augustyn’s State Farm agency serves customers across Minnesota, Wisconsin, and Nebraska and offers insurance products including auto, homeowners, life, and renters coverage. The representative markets financial products and advises clients on financial options, using analysis and customer conversations to support planning, investment, and portfolio decisions while maintaining regulatory compliance.

What you'll do

  • Provide financial planning and investment advice
  • assist clients 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
osseo mn
financial planning
investment advice
portfolio management
client reviews
insurance agency
$60k–$100k/year
performance-based pay
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Hiring bonus
  • 401(k)
  • performance bonus
  • flexible schedule
  • health insurance
  • paid time off
  • training and development
  • advancement opportunity.

Why this role

The posting requires a Life/Health license and a Series 6, 63, 65, or 7 license.

About the employer

Zach Augustyn - 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
13-2052.00
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