Financial Services Representative - State Farm Agent Team Member
Full Time • Lake Oswego, OR
Responsive recruiter
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
ABOUT OUR AGENCY:
Our team of 5.5 embodies a culture of growth, resilience, and excellence. We believe "how you do something is how you do everything," and our team lives by this—some train for marathons, others pursue MMA, all driven to be the best versions of ourselves each day. Guided by core values of working in the light, failing forward, and choosing courage over comfort, we’ve built a culture that supports both personal and professional growth.
We offer unique benefits including an extra PTO day each month for hitting goals (in addition to 40 hours of PTO + 40 hours of sick time), and a safe harbor 401k with a Roth option. If you’re ready to grow alongside a motivated and tight-knit team, we’d love to connect!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with David Shin - 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:
Our team of 5.5 embodies a culture of growth, resilience, and excellence. We believe "how you do something is how you do everything," and our team lives by this—some train for marathons, others pursue MMA, all driven to be the best versions of ourselves each day. Guided by core values of working in the light, failing forward, and choosing courage over comfort, we’ve built a culture that supports both personal and professional growth.
We offer unique benefits including an extra PTO day each month for hitting goals (in addition to 40 hours of PTO + 40 hours of sick time), and a safe harbor 401k with a Roth option. If you’re ready to grow alongside a motivated and tight-knit team, we’d love to connect!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with David Shin - 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:
- Provide clients with financial planning and investment advice.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- 1-3 years of experience in financial services preferred.
- Strong analytical and communication skills.
- FINRA Series SIE, 6, and 63 licenses preferred.
Compensation: $50,000.00 - $75,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Lake Oswego, OR and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none