Financial Services Consultant

4 days ago


Little Chute, Wisconsin, United States Erik Hosking - State Farm Agent Full time
Job Overview:
Erik Hosking - State Farm Agent seeks a talented Financial Services Representative to join our team. As a key member of our agency, you will market and sell financial products that manage everyday risks. Your expert knowledge of financial services and sales skills will make you an invaluable resource to customers.

About the Role:
This is a career-defining opportunity for individuals with strong analytical and communication skills. You will work closely with clients to provide financial planning and investment advice, conduct financial reviews, and recommend suitable products. If you are passionate about helping people achieve their financial goals, this could be the perfect role for you.

What We Offer:
A competitive $60,000 - $80,000 per year salary, opportunities for advancement, paid time off, training and development, and wellness resources. If you have 3+ years of experience in financial services and hold FINRA Series 7 and 63 licenses, we encourage you to apply.

Responsibilities:
  • Provide clients with personalized financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct thorough financial reviews and recommend suitable products.
  • Maintain compliance with financial regulations.


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