Financial Services Representative - State Farm Agent Team Member
David Cripe - State Farm Agent
Job Description
Job Description
ROLE DESCRIPTION:
As a Financial Services Representative with David Cripe State Farm Agency, 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.
- 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.
- 1+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred.
Vacancy posted more than 2 months ago
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