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Financial Services Representative - State Farm Agent Team Member

Brian Cover - State Farm Agent

Job Description

Job Description

Benefits:

  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Brian Cover - State Farm Agent,  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 and investment products.
  • Analytical and communication skills.
  • Ability to make presentations to customers.
  • FINRA Series 6, 63, 65 or 7 (must obtain before start date, current licensees preferred).
COMPENSATION :
  • Annual salary between 50-65k, depending on experience.
  • Expected total annual income between 100-200k if goals are met.
Vacancy posted 11 days ago
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