Financial Services Representative - State Farm Agent Team Member
Carey Heitman - State Farm Agent
Job Description
Job Description
Benefits:
- Competitive Salary PLUS commissions
- Health insurance
- Paid time off
- Profit sharing
- Bonus based on performance
- Competitive salary
- Dental insurance
As a personal lines account representative and financial insurance representative with State Farm, 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Vacancy posted 16 days ago
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