Unknown Company

Financial Services Representative - State Farm Agent Team Member

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weatherford, tx • Posted 3 weeks ago
Onsite Contract Financial Advice & Private Banking

Financial Services Manager

Full Time in Weatherford, TX.

  • 401(k) matching
  • Health insurance
  • Paid time off
ROLE DESCRIPTION

As a Financial Services Manager with Mader-Bagley Insurance, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.
  • General Lines Agent Life/Health

Compensation: $75,000.00 - $200,000.00 per year.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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Financial Services Representative - State Farm Agent Team Member in weatherford at Unknown Company

This position is listed as contract and onsite.

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