Financial Services Representative - State Farm Agent Team Member

Job overview

The Financial Services Representative - State Farm Agent Team Member role is an onsite position based in Conover, NC, with a salary range of $50,000 to $75,000 per year. This role supports the Sig Holcomb - State Farm Agent team in providing financial planning and investment services to customers. This position exists to help customers manage everyday financial risks through a consultative approach. The representative will conduct financial reviews, assist with portfolio management, and ensure compliance with industry regulations to support the agency's mission of providing quality financial guidance.

What we're looking for

Skills & competencies

full-time

day shift

conover nc

financial services

state farm

investment planning

portfolio management

customer service

series 7 preferred

series 63 preferred

$50k-$75k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA, performance-based bonus, health insurance, paid time off, training and development

About the employer

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