Financial Services Advisor - Flexible Schedule & Growth

Trevis Beeck - State Farm Agent; Denison (IA); Sur place; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Résumé du poste

Trevis Beeck - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on the options to manage risks and plan for their financial futures.

You will assist customers with portfolio management and asset allocation, conduct reviews, and recommend suitable products while maintaining regulatory compliance. This role supports growth and advancement within the agency.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Licenses preferred: Series 6/63/65 or SIE.
• SIE, Series 6/63/65, and other relevant certifications.

Responsabilités

• 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.

Connaissances

Financial planning

Investment options

Customer consultative sales

Regulatory compliance

Outils

SIE license

Series 6/63/65 licenses

Description du poste

Trevis Beeck - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on the options to manage risks and plan for their financial futures.

You will assist customers with portfolio management and asset allocation, conduct reviews, and recommend suitable products while maintaining regulatory compliance. This role supports growth and advancement within the agency.