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Dean Eastman - State Farm Agent
Financial Services Representative - State Farm Agent Team MemberDean Eastman - State Farm Agent • San Antonio, TX, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Dean Eastman - State Farm Agent • San Antonio, TX, US
30+ days ago
Salary
$55,000.00 yearly
Job type
  • Full-time
Job description
Benefits:
  • Flexible schedule
  • Opportunity for advancement
  • Training & development
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Vision insurance

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - 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:
  • 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 65 and 63 licenses preferred.

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Financial Services Representative - State Farm Agent Team Member • San Antonio, TX, US

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