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Financial Services Representative - State Farm Agent Team Member

Tommy Taylor - State Farm Agent

Lewes, DE

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tommy Taylor - 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.
  • Series 6 or 7 and series 63 preferred and/or Life/Health insurance licenses. 

Flexible work from home options available.

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Vacancy posted 18 days ago
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