Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Linda DeSpain - 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. This position could also lead to Agency Ownership but is not a condition of employment.

RESPONSIBILITIES:

• Consult customers with financial planning, banking, life insurance and investment options.
• Assist customers with brokerage and advisory portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.
• This is an in-office position for the Office in Las Colinas, TX.

QUALIFICATIONS:

• 1+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 65 registrations preferred.
• Texas General Lines Life and Health License required.