Financial Services Representative - State Farm Agent Team Member
Darrell Shelton - State Farm Agent
Financial Services Representative
Benefits:
- 401(k)
- Bonus based on performance
- Health insurance
Role Description:
As a Financial Services Rep with Darrell Shelton 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.
- Analytical and communication skills.
- FINRA Series 6 and 66 licenses preferred.
- Florida 2-15 Life, Health, Variable Annuities License
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