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Closed on July 3, 2026.
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Financial Services Representative
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Job Description
On-site in Kingston, Tennessee, the Financial Services Representative role supports a State Farm agency by promoting financial products that help clients manage everyday risks while educating them on available options through a consultative, sales-minded approach. The position offers a salary range of USD 60,000 to 150,000 per year and requires a baseline of three years of industry experience.
Responsibilities
Primary duties include advising clients on financial planning and investment choices, supporting portfolio oversight and asset allocation decisions, performing periodic financial reviews, and ensuring compliance with applicable regulations.
- Advise clients on financial planning and investment choices
- Support clients with portfolio oversight and asset allocation decisions
- Perform periodic financial reviews and suggest suitable solutions
- Ensure adherence to applicable regulatory requirements
Requirements
Applicants should have 3+ years of experience in financial services and possess strong analytical and communication skills. FINRA Series 7 and 63 licenses are preferred.
- 3+ years of experience in financial services
- Analytical and communication skills
- FINRA Series 7 and 63 licenses preferred
Benefits
Compensation includes a performance-based bonus, health insurance coverage, and opportunities for career advancement.
- Bonus based on performance
- Health insurance
- Opportunity for advancement
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