Financial Services Representative

Located in Floyd, Virginia, the State Farm office led by Andrew Blevins is seeking a Financial Services Representative to help clients navigate financial products and planning options. This onsite role centers on educating customers about financial choices, guiding them through planning and investment considerations, and supporting the agency with analytical insights to enhance service and outcomes.

Responsibilities

• Provide financial planning consultations and guidance on investment options.
• Support clients with portfolio management and asset allocation decisions.
• Perform financial reviews and suggest suitable product solutions.
• Ensure ongoing adherence to financial regulations and compliance standards.

Requirements

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Benefits

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Role Description

As a Financial Services Representative on the State Farm Agent team led by Andrew Blevins, you will actively market financial products designed to manage everyday risks. Your solid knowledge of financial offerings supports a consultative, sales-minded approach to guiding customers through their financial options. Your analytical precision positions you as a valuable resource to clients and a competitive contributor to a thriving agency.