Financial Services Representative - State Farm Agent Team Member
Joe Bond - State Farm Agent
Benefits: SIMPLE IRA (matching) Opportunity for advancement Paid time off Training & development Bonus based on performance
ROLE DESCRIPTION:
As a Financial Advisor within our office, you will successfully market the financial products that manage everyday risks & help customers realize their dreams. 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 Joe Bond - State Farm AgentVacancy posted 1 day ago
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