Financial Services Representative - State Farm Agent Team Member
Luke Bagnall
Benefits Opportunity for advancement Paid time off Training & development 401(k) matching Bonus based on performance Competitive salary
ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - 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 6/63/65 or SIE licenses preferred. SIE, Series 6/63/65, and other relevant certifications. #J-18808-Ljbffr Luke BagnallVacancy posted 4 days ago
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