Financial Services Advisor - Growth & Client Impact

Full Time in Crestview - FL Opportunity for advancement Paid time off Profit sharing Bonus based on performance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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. Analytical and communication skills. Series 6/63/65 or SIE licenses preferred. SIE, Series 6/63/65, and other relevant certifications. Compensation $55,000.00 - $75,000.00 per year Financial Services Representative - State Farm Agent Team Member Full Time in Crestview - FL Responsive recruiter Benefits Opportunity for advancement Paid time off Profit sharing Training & development Bonus based on performance Competitive salary ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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. Analytical and communication skills. Series 6/63/65 or SIE licenses preferred. SIE, Series 6/63/65, and other relevant certifications. Compensation $55,000.00 - $75,000.00 per year Apply Now 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 employmentdecisions regarding their employees. Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr