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Financial Services Representative - State Farm Agent Team Member

$55k - $65k

Kim Lego - State Farm Agent

Job Description

Job Description

Benefits:

  • Group Health
  • Teledoc
  • Base of $55K to $65K plus commissionpotential of over six figures.
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTION:

This position is in-office and requires working onsite at the agency location. As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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.
  • Licensed in Financial Services- Series 6 or 63 licenses preferred.
Vacancy posted 28 days ago
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