Financial Services Representative - State Farm Agent Team Member

Benefits Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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 Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results. #J-18808-Ljbffr State Farm