Financial Services Representative - State Farm Agent Team Member

greg bartleski - State Farm Agent

Job Description

Benefits:

Training
monthly commissions
Opportunity for advancement

ROLE DESCRIPTION:
As a Financial Services Representative with Bartleski insurance and financial Services, 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 6/63/65 or SIE licenses preferred.
SIE, Series 6/63/65, and other relevant certifications.

Apply

Vacancy posted 7 days ago

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