Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits :

Simple IRA

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 Ashley Himes - 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 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 state regulations.

QUALIFICATIONS :

• Prior experience in financial services preferred.
• Analytical and communication skills.
• Able to make presentations to customers.
• Life / Health insurance license (must be able to obtain, current licensees preferred).
• FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).