Financial Services Representative - State Farm Agent Team Member
Joe Frangieh - State Farm Agent
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially rewarding? ROLE DESCRIPTION:
As an insurance and financial services representative with Joe Frangieh's State Farm Office, 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.
- 2+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7, Series 6 and 63 licenses preferred.
- Pay differential available for fluent Spanish speakers.
Vacancy posted 11 days ago
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