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Financial Services Representative - State Farm Agent Team Member

Greg Bartleski - State Farm Agent

Benefits: Training monthly commissions Opportunity for advancement

ROLE DESCRIPTION:

As a Financial Services Representative with Bartleski insurance and financial Services, 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. #J-18808-Ljbffr Greg Bartleski - State Farm Agent

Vacancy posted 5 days ago
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