Financial Services Representative - State Farm Agent Team Member

Benefits: Opportunity for advancement Paid time off Profit sharing Training & development Bonus based on performance Flexible schedule

ROLE DESCRIPTION:

As a Financial Services Specialist with Brian Worley State Farm, 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 preferred Relevant education in financial services preferred Analytical and communication skills. Series 6/63/65 or SIE licenses preferred. Ability to acquire SIE, Series 6/63/65, and other relevant certifications. #J-18808-Ljbffr Brian Worley