Financial Services Representative, State Farm Agent Team

Job overview

The Financial Services Representative, State Farm Agent Team is an onsite, full-time role in Westfield, MA, with a stated salary range of $55,000–$90,000 per year. The position supports Jeffrey Spillane’s State Farm agency in marketing financial products and educating customers about financial options. The representative consults with customers on financial planning and investment options, reviews portfolios and assets, and recommends products. The role also supports regulatory compliance and customer financial reviews.

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 representative

westfield ma

jeffrey spillane state farm agent

full-time

financial planning

investment options

portfolio management

asset allocation

financial reviews

regulatory compliance

$55,000–$90,000/year

series 6/63/65 or sie

Work arrangement

• Weekend coverage required

Benefits & perks

• Opportunity for advancement
• paid time off
• training and development
• 401(k) matching.

Why this role

Series 6, 63, or 65 and SIE licenses are preferred or listed as relevant certifications.

About the employer

Jeffrey Spillane - State Farm Agent is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.