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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Joe Woelfle - State Farm AgentMequon, WI, US
5 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Hiring bonus
  • Health stipend
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - 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 financial regulations.

    • QUALIFICATIONS :

  • 3+ years of experience in financial services preferred.
  • Analytical and communication skills.
  • FINRA Series 6 / 63 / 65 or 7 licenses will be required.
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    Representative Agent • Mequon, WI, US

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