Financial Services Representative - State Farm Agent Team Member

Benefits 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Role Description As a Financial Services specialist with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long‑term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals. Working with customers directly Meeting with customers on an annual basis Developing plans and strategies to help them achieve their financial goals Giving them options that best fit their situation Speaking with customers on the phone Developing relationships with customers and small business owners 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. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr Robert Boerner - State Farm Agent