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Financial Services Representative - State Farm Agent Team Member

$50k - $80k

Jeffmarksinsurance

Full Time in Pinole - CA 401(k) matching Opportunity for advancement Paid time off

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - 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. Why work here? Looking for a self driven person looking for advancement opportunities.

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. Compensation $50,000.00 - $80,000.00 per year Financial Services Representative - State Farm Agent Team Member Full Time in Pinole - CA Benefits 401(k) matching Opportunity for advancement Paid time off Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - 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. Why work here? Looking for a self driven person looking for advancement opportunities.

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. Compensation $50,000.00 - $80,000.00 per year Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr Jeffmarksinsurance

Vacancy posted 4 days ago
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