Financial Services Representative - State Farm Agent Team Member

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

ROLE DESCRIPTION

As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals. Position with include Working with customers directly Meeting with customers on an annual basis Developing plans and strategies to help them achieve their financial goals Giving them options that best fit their situation Speaking with customers on the phone developing relationships with customers and small business owners

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. FINRA Series 7 and 63 licenses preferred. Compensation $75,000.00 - $100,000.00 per year Financial Services Representative - State Farm Agent Team Member Full Time in Midland - MI Benefits 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development

ROLE DESCRIPTION

As a Financial Services specialists with Robert Boerner Insurance & Financial Services Inc, 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. If you enjoy working with customers about their long-term goals and plans. This a position to look at. Working with customers to help plan their future. Mitigate the risk of everyday life, along with helping them work towards their financial goals. Position with include Working with customers directly Meeting with customers on an annual basis Developing plans and strategies to help them achieve their financial goals Giving them options that best fit their situation Speaking with customers on the phone developing relationships with customers and small business owners

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. FINRA Series 7 and 63 licenses preferred. Compensation $75,000.00 - $100,000.00 per year 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 Robert Boerner Insurance & Financial Services Inc