Financial Services Representative - State Farm Agent Team Member

Tom Conklin - State Farm Agent

Job Description

Benefits:

401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - 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 preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Life & health insurance license (must be able to obtain).

Apply

Vacancy posted 20 days ago

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