Finance Jobs in Santa Maria, CA

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1mo ago

Financial Services Representative - State Farm Agent Team Member

Antonio Mendoza State Farm Santa Maria, CA

Santa Maria, CA

1mo ago

$75k - $90k/yr Full time Agent Commission-based Compliance

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Job Description

Role Description

As a Financial Services Representative with the Antonio Mendoza State Farm agency, you will effectively promote financial products that help clients manage everyday risks. Your strong knowledge of financial offerings supports a sales‑driven, consultative approach to educating customers about their financial options. Your analytical mindset makes you a valuable resource for clients and strengthens the agency's competitive position.

Employment Type

Full-time

Responsibilities

Consult clients on financial planning and investment options.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend suitable products.
Maintain compliance with financial regulations.

Qualifications

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

Benefits

Performance-based commission structure
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays

Compensation

Competitive salary range of $75,000 to $90,000 per year, with earnings comprising base pay plus commissions and bonuses.

Location

Santa Maria, CA 93455

Important Employment Information

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.

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