Job Description
Job Description
Benefits :
Simple IRABonus based on performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & developmentROLE 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).