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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Jacob Pratt - State Farm AgentKansas City, MO, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Jacob Pratt - 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 :

  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

    • QUALIFICATIONS :

  • 3+ years of experience.
  • Strong analytical and communication skills.
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    Representative State • Kansas City, MO, US

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