ROLE DESCRIPTION :
As a Financial Services Representative - State Farm Agent Team Member with Haile Lytton - 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 :
- Provide clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Customer Service Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Insurance Account Representative - State Farm Agent Team Member
As Insurance Account Representative - State Farm Agent Team Member for Patricia Johnson - State Farm Agent, you are vital to our daily business operations and customers’ success. You improve the lives of our customers by proactively marketing relevant products and services. As an attentive, sociabl...
Insurance Account Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Account Representative - State Farm Agent Team Member
Jason Claybrook | State Farm and insuremidlothian. As an Account Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. We look forward to incorporating your energy and marketing perspective into our team ...
Customer Service Representative - State Farm Agent Team Member
As a Customer Service Representative - State Farm Agent Team Member with Patricia Johnson - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coor...
Intern - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Receptionist - State Farm Agent Team Member
As an Agent Team Member, you will receive. Cindy Shumaker State Farm Agency is an equal opportunity employer and encourages applications from individuals of all backgrounds. Are you ready to join a dynamic team that's been making waves in insurance since 2013? Look no further! Our agency is expandin...
Receptionist - State Farm Agent Team Member
Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might ju...
Intern - State Farm Agent Team Member
As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Do you have aspirations to run your o...
Intern - State Farm Agent Team Member
As a Intern - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Haile Lytton - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and supp...