Financial Services Advisor & Client Relations Pro

Kristi Kim; Chino (CA); Presencial; USD 50.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical reimbursement

IRA match

Advancement opportunities

Paid time off

Training

Performance bonus

Descripción de la vacante

Kristi Kim - State Farm Agent in California seeks a Customer Relations Representative to market financial products and guide clients through investment options. You will analyze client needs and contribute to growing the agency’s client base.

The role emphasizes compliance with financial regulations, portfolio support, and a consultative sales approach, with opportunities for advancement and a competitive compensation package in California.

Formación

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

Responsabilidades

• 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.

Conocimientos

Financial services experience

Analytical skills

Communication skills

Descripción del empleo

Benefits:

• $400 in medical cost reimbursement
• Simple IRA wiht 3% Match
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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:

• 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.
• Series 6/63/65 or SIE licenses preferred.

Compensation: $50,000.00 - $60,000.00 per year

Apply now and let us put you on the path to success.