Financial Services Representative - State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Ballwin, MO, with a stated annual salary range of $125,000–$175,000. The Ehrhardt Agency markets financial products intended to help customers manage everyday risks and pursue their goals. The representative consults with customers about financial planning and investment options, supports portfolio management and asset allocation, and conducts financial reviews to recommend suitable products while maintaining regulatory compliance.

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

ballwin mo

jeff ehrhardt state farm agent

financial planning

investment options

portfolio management

asset allocation

customer consultation

financial reviews

regulatory compliance

$125k–$175k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance-based bonus, dental insurance, health insurance, paid time off, and vision insurance.

Why this role

The posting lists 401(k) matching, performance-based bonuses, dental and health insurance, paid time off, and vision insurance.

About the employer

Jeff Ehrhardt - State Farm Agent is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.