Financial Services Representative, State Farm Agent Team Member

Job overview

The Financial Services Representative role is onsite in Cleveland, OH, with a stated salary range of $50,000–$70,000 per year. The position supports Collin Doyle's State Farm agency and its customer financial-services work. The role exists to help customers evaluate financial options and products, supporting their planning needs while contributing to the agency's financial-services sales.

What you'll do

• Consult customers on financial planning and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

financial planning

investment options

portfolio management

asset allocation

financial reviews

cleveland oh

collin doyle state farm agent

$50k–$70k per year

full-time employment

health insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA
• health insurance
• performance-based bonus
• flexible schedule
• paid time off
• training and development
• advancement opportunities
• paid licensing.

Why this role

The agency describes a close-knit team and community involvement; FINRA Series 7 and 63 licenses are preferred.

About the employer

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