Financial Services Representative - State Farm Agent Team Member
$75k - $200kMader Bagley Insurance
Responsive Recruiter
As a Financial Services Manager with Mader-Bagley Insurance, 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.
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.
General Lines Agent Life/Health.
Compensation $75,000.00 - $200,000.00 per year
Mader Bagley InsuranceVacancy posted 1 day ago
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