Financial Services Representative - State Farm Agent Team Member

Chad Peterson - State Farm Agent

Job Description

Benefits:

Renewals
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Peterson - 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:

Lead the Team in Investment planning sales for both business and personal customer accounts.
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.
FINRA Series 65, 6, and 63 licenses preferred.

Apply

Vacancy posted 21 days ago

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