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Financial Services Representative - State Farm Agent Team Member

$55k - $75k

Lukebagnall

Full Time in Wyoming - MI - 49509 Opportunity for advancement Paid time off 401(k) matching Bonus based on performance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - 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 Wyoming - MI - 49509 Benefits Opportunity for advancement Paid time off Training & development 401(k) matching Bonus based on performance Competitive salary

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - 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 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 Lukebagnall

Vacancy posted 3 days ago
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