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Financial Services Representative - State Farm Agent Team Member

State Farm Agent

Role Description As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - 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 Provide clients with financial planning and investment advice. Assist clients 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. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr State Farm Agent

Vacancy posted 4 days ago
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