Posted July 28, 2026
Financial Services Representative - State Farm Agent Team Member
Zach Plackemeier - State Farm Agent
Saint Charles, MO, US
Full Time
100000USD - 200000USD per year
Job Description
Job Description
Benefits:
ROLE DESCRIPTION:
As a Life Insurance and Financial Services specialist with our office, 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:
- 401(k) matching
- Competitive salary
ROLE DESCRIPTION:
As a Life Insurance and Financial Services specialist with our office, 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
