Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Lansing, MI, and compensation is not specified. The position supports Robert Bell’s State Farm agency by marketing financial products that help customers manage everyday risks. The representative uses a consultative approach to help customers understand financial options and identify suitable products. The role includes financial reviews, portfolio and asset-allocation support, and 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

lansing mi

robert bell state farm agent

financial products

customer consultation

financial planning

portfolio management

asset allocation

financial reviews

regulatory compliance

series 7 preferred

series 63 preferred

401(k)

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and paid time off.

Why this role

The posting seeks 3+ years of financial services experience; FINRA Series 7 and 63 licenses are preferred.

About the employer

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