Financial Services Representative - State Farm Agent Team Member

Joe Woelfle - State Farm Agent

Job Description

Benefits:

Hiring bonus
Health stipend
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 Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:

3+ years of experience in financial services preferred.
Analytical and communication skills.
FINRA Series 6/63/65 or 7 licenses will be required.

Apply

Vacancy posted 10 days ago

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