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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberRob Heath - State Farm Agent • Charlotte, NC, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Rob Heath - State Farm Agent • Charlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Competitive salary
  • Opportunity for advancement
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative with Rob Heath State Farm office, 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 7 and 63 licenses preferred.
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    Representative Agent • Charlotte, NC, US

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