Financial Services Representative - State Farm Agent Team Member
Craigbagley
Benefits: 401(k) matching Competitive salary Health insurance Paid time off
ROLE DESCRIPTION:
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.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. FINRA Series 7 and 63 licenses preferred. General Lines Agent Life/Health #J-18808-Ljbffr CraigbagleyVacancy posted 2 days ago
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