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For Companies At a Glance
- Tasks: Consult customers on financial planning and investment options to manage everyday risks.
- Company: Join the Ehrhardt Agency, part of the trusted State Farm network.
- Benefits: Enjoy competitive salary, 401(k) matching, health insurance, and paid time off.
- Why this job: Make a real difference in your community while growing your career in finance.
- Qualifications: 3+ years in financial services with strong analytical and communication skills.
- Other info: Independent contractor role with excellent earning potential and career growth.
The predicted salary is between 72000 - 108000 £ per year.
Full Time in Manchester, 63011
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION
As a financial services representative with the Ehrhardt Agency, 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.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6, 63, and 65 licensed.
Compensation: $100,000.00 - $150,000.00 per year
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.
Join a community of good neighbors. Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none.
Financial Services Representative - State Farm Agent Team Member in Manchester employer: Jeffehrhardt
Contact Detail:
Jeffehrhardt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Representative - State Farm Agent Team Member in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its products thoroughly. Be ready to discuss how your experience aligns with their needs, especially in financial planning and portfolio management.
✨Tip Number 3
Showcase your analytical skills! During interviews, share specific examples of how you've used your analytical abilities to help clients make informed financial decisions. This will highlight your value as a Financial Services Representative.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and making a difference in the community.
We think you need these skills to ace Financial Services Representative - State Farm Agent Team Member in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Services Representative role. Highlight your experience in financial services and how it aligns with the responsibilities mentioned in the job description.
Showcase Your Skills: We want to see your analytical and communication skills shine through! Use specific examples from your past experiences that demonstrate how you've successfully consulted customers or managed portfolios.
Be Professional Yet Approachable: While we appreciate professionalism, don’t forget to let your personality come through. We’re looking for someone who can connect with customers, so a friendly tone in your application can go a long way!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Jeffehrhardt
✨Know Your Financial Products
Make sure you brush up on the financial products you'll be discussing. Understand their features, benefits, and how they can help customers manage risks. This knowledge will not only impress your interviewers but also show that you're ready to educate clients effectively.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities during the interview. Bring examples of how you've successfully managed portfolios or conducted financial reviews in the past. This will highlight your value as a resource for customers and your potential contribution to the agency.
✨Practice Your Consultative Approach
Since this role involves consulting with customers, practice your consultative selling techniques. Role-play common scenarios where you explain financial options to clients. This will help you convey your sales-minded approach and build rapport with potential customers.
✨Understand Compliance Regulations
Familiarise yourself with the financial regulations relevant to the role. Be prepared to discuss how you ensure compliance in your previous positions. This shows that you take regulatory matters seriously and can maintain the integrity of the agency.
