Financial Services Representative - State Farm Agent Team Member

Timkeefe

Benefits 401(k) matching Bonus based on performance Competitive salary Health insurance Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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 College Degree in Finance or related field of study, or 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree. #J-18808-Ljbffr Timkeefe

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Vacancy posted 22 hours ago

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