Financial Services Representative - State Farm Agent Team Member

Tommy Taylor - State Farm Agent

Job Description
Job Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tommy Taylor - 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.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
Series 6 or 7 and series 63 preferred and/or Life/Health insurance licenses.
Flexible work from home options available.

Vacancy posted 3 days ago

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