Financial Services Representative - State Farm Agent Team Member
Tonylopez
Benefits 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage. Identify customer needs and present tailored insurance solutions. Proactively generate and follow up on leads to drive new business. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Qualifications Active Life & Health license (required or ability to obtain quickly) FINRA SIE, Series 6/63/65 or 7 license required. Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor #J-18808-Ljbffr Tonylopez
Vacancy posted 3 days ago
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