Financial Services Representative - State Farm Agent Team Member
Joe Woelfle - State Farm AgentMequon, WI, USjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionConsult 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. 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6 / 63 / 65 or 7 licenses will be required.
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 :
QUALIFICATIONS :
serp_jobs.job_alerts.create_a_job
Representative Agent • Mequon, WI, US