Financial Services Representative (Series 6/63/65 Preferred)
Lee Hudson - State Farm Agency
Job Description
Job Description
As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson - 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.
Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.
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.
BENEFITS
- Base Salary
- Bonus based on performance
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Vision insurance
QUALIFICATIONS
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses.
- Flexible work from home options available.
#SMA
Vacancy posted a month ago
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