Financial Services Representative — State Farm Agent Team

Job overview

The Financial Services Representative role is onsite in Tyler, MN. The posting states compensation of $75,000–$100,000 per year, plus commission or bonus. Sara Thomas’s State Farm agency helps customers manage everyday risks and address insurance and financial service needs. The representative consults with customers about financial planning and investment options, assists with portfolio management and asset allocation, and conducts financial reviews. The role supports customers’ financial decisions while maintaining compliance with financial regulations.

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

financial planning

investment options

portfolio management

asset allocation

tyler mn

state farm agent

$75k–$100k

commission and bonus

finra series 6

finra series 63

simple ira

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA, salary plus commission or bonus, paid time off, and advancement potential.

Why this role

Requires 2+ years of financial services experience and FINRA Series 6 and 63 licenses. The posting lists a Simple IRA, paid time off, and advancement potential.

About the employer

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