Financial Services Representative Job at Kristin Staropoli - State Farm Agency, Portland, OR

c1JPeVVEWVNuTFRCNVM1SnZYZS9Za1Y2Unc9PQ==
  • Kristin Staropoli - State Farm Agency
  • Portland, OR

Job Description


Financial Services Representative

Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $70000.0/year
Experience: 1 Year(s)

Benefits:

  • Base Salary plus Commission
  • SIMPLE IRA retirement match up to 3%
  • PTO: 3 weeks every year with unlimited carryover
  • $2k raise to base salary every 4-6 months for meeting a high level of production
  • Valuable experience
  • Health insurance
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, 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:

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
  • Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
  • - if not, I can help you obtain these)
  • Conduct financial reviews and recommend appropriate products.

QUALIFICATIONS:

  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Must be able to obtain relevant licenses.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication & interpersonal skills.
  • Successful track record of meeting sales goals/quotas preferred.
  • FINRA Series 6, 63 and 65 licenses preferred.

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

PM24





PI179bf4b22c9f-30492-36893171

Job Tags

Base plus commission, Full time,

Similar Jobs

System One

Construction Project Manager Job at System One

 ...Job Title: Facility Project Manager Location: FT Onsite in Vienna, VA Pay Rate: Open to Both C2C and W2 options Position Type...  ...this is MANDATORY. A degree in engineering, architecture, or construction management is required (or equivalent military service as an... 

Vannin Chief of Staff

Chief of Staff Job at Vannin Chief of Staff

 ...Vannin Chief of Staff has been retained by a leading expert witness platform for law firms, providing attorneys with access to world-class experts, unparalleled intelligence, and innovative legal technology. With over 14 years of excellence, our client is PE-backed and... 

Hyatt

Pool Operations Assistant Manager Job at Hyatt

 ...resort features a full waterpark, vibrant poolside service, and unforgettable guest experiences. We're looking for an **Assistant Pool Operations Manager** to support daily operations in poolside food & beverage and recreation activities.You'll help lead a high-energy... 

Rise Technical

Accountant Job at Rise Technical

 ...Senior Accountant (Manufacturing)$80k - $100k + + Bonus + Progression + Training + 401k + PTO + Holidays + Health Insurance + Excellent...  ...from a manufacturing or engineering background with experience in financial reporting, analysis, and accounting principles? Are... 

Whitehardt

Paid Social Media Buyer Job at Whitehardt

 ...Whitehardt, a niche advertising agency specializing in advertising for personal injury law firms, is looking for a passionate, driven, and...  ...: ~3 or more years of experience designing campaigns and ad strategies while building, managing, and optimizing campaigns for...