Financial Services Advisor | Flexible Schedule & Growth

Mysatxagent; San Antonio (TX); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

Opportunity for advancement

Training & development

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Zusammenfassung

Dean Eastman - State Farm Agent is seeking a Financial Services Representative to join the team in San Antonio, TX. You will market financial products that help clients manage everyday risks and educate them on options with a consultative, sales-minded approach.

The role emphasizes analytical precision, portfolio reviews, and staying compliant with regulations, while offering training, advancement opportunities, and a supportive environment within the State Farm network.

Qualifikationen

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Communication skills

Sales aptitude

Ausbildung

FINRA Series 65 license

FINRA Series 63 license

Jobbeschreibung

Dean Eastman - State Farm Agent is seeking a Financial Services Representative to join the team in San Antonio, TX. You will market financial products that help clients manage everyday risks and educate them on options with a consultative, sales-minded approach.

The role emphasizes analytical precision, portfolio reviews, and staying compliant with regulations, while offering training, advancement opportunities, and a supportive environment within the State Farm network.