Financial Services Advisor | Flexible Schedule & Growth

Ashley Himes - State Farm Agent; Sidney (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Ashley Himes - State Farm Agent in Sidney, Ohio, is seeking a Financial Services Representative to market financial products and educate customers on options. The role requires strong analytical and communication skills, prior experience is preferred.

You will consult with customers, manage portfolios, and conduct financial reviews while maintaining compliance with regulations. This position offers a flexible schedule and opportunities for advancement.

Qualifications

• Prior experience in financial services preferred.
• Must be able to obtain Life/Health insurance license.
• Must be able to obtain FINRA Series 65 or 7.

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 state regulations.

Skills

Analytical skills

Communication skills

Customer presentation skills

Job description

Ashley Himes - State Farm Agent in Sidney, Ohio, is seeking a Financial Services Representative to market financial products and educate customers on options. The role requires strong analytical and communication skills, prior experience is preferred.

You will consult with customers, manage portfolios, and conduct financial reviews while maintaining compliance with regulations. This position offers a flexible schedule and opportunities for advancement.