Financial Services Representative, State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Portland, OR. Compensation is $70,000–$80,000 per year. The representative supports Kristin Staropoli’s State Farm agency by marketing financial products and helping customers understand their options. The role uses needs-based reviews and customer appointments to identify appropriate insurance and financial products. It contributes to the agency’s customer service and sales goals through product education, financial reviews, and recommendations.

What you'll do

• Use a customer-focused, needs-based review process to educate customers about insurance options
• conduct appointments, identify customer needs, and market appropriate products and services
• conduct financial reviews and recommend appropriate products
• provide financial planning and investment advice if holding Series 6, 63, and 65 licenses.

What we're looking for

Skills & competencies

financial services representative

portland or

state farm agent team

full-time

onsite

insurance

customer education

financial reviews

life and health license

series 6

series 63

series 65 preferred

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Life and health insurance license required; FINRA Series 6, 63, and 65 licenses preferred, with support available to obtain them.

About the employer

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