Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role offers flexible work-from-home options and is based in Lacey, WA. Listed annual pay is $80,000–$125,000 USD. The role supports Kevin Hayward’s State Farm agency in marketing financial products that help customers manage everyday risks. The representative educates customers about financial options and recommends products based on their needs. The work includes financial planning consultations, portfolio and asset-allocation assistance, financial reviews, and compliance with financial regulations.

What you'll do

• Consult customers about 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

state farm agent team member

lacey wa

financial products

financial planning

investment options

portfolio management

asset allocation

financial reviews

series 6, 63, 65 preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• performance-based bonus
• dental and health insurance
• advancement opportunities
• paid time off
• training and development
• vision insurance.

Why this role

Flexible work-from-home options are available; FINRA Series 6, 63, and 65 licenses are preferred.

About the employer

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