Financial Services Representative - State Farm Agent Team Member
marc nascimento state farm agent • Cedar Park, TX, US
12 days ago
Salary
$50,000.00–$75,000.00 yearly
Job type
- Full-time
Job description
Benefits:
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION:
As a Financial Services Rep with Marc Nascimento 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:
- 2+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses required.