Financial Planning & Portfolio Advisory

Robert Bell - State Farm Agent; Lansing (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Paid time off

Job summary

Robert Bell - State Farm Agent in Lansing, MI, seeks a Financial Services Representative to market financial products that manage everyday risks successfully. Your analytical skills and consultative sales approach will help educate customers about their financial options.

Key responsibilities include consulting on financial planning, portfolio management, asset allocation, and ensuring compliance with financial regulations. A minimum of 3 years in financial services and relevant skills are required for this role.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills are crucial.
• Preferred licenses include FINRA Series 7 and 63.

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.

Skills

Analytical skills

Communication skills

Sales and customer service

Job description

Robert Bell - State Farm Agent in Lansing, MI, seeks a Financial Services Representative to market financial products that manage everyday risks successfully. Your analytical skills and consultative sales approach will help educate customers about their financial options.

Key responsibilities include consulting on financial planning, portfolio management, asset allocation, and ensuring compliance with financial regulations. A minimum of 3 years in financial services and relevant skills are required for this role.