Financial Services Representative - State Farm Agent Team Member
Julie Montenegro - State Farm Agent
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
As a Financial Services Representative - State Farm Agent Team Member with Julie Montenegro - 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Vacancy posted 6 days ago
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