Financial Services Advisor | Flexible Schedule & Growth

Ashley Himes - State Farm Agent; Springfield (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 is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, support customers' financial planning, and ensure compliance with state regulations.

Ideal candidates have strong analytical and communication skills, prior experience in financial services, and should obtain necessary licenses. Benefits include a competitive salary, health insurance, and opportunities for advancement.

Qualifications

• Prior experience in financial services preferred.
• Ability to analyze customer needs effectively.
• Strong communication and presentation skills.

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

Presentation skills

Education

Life/Health insurance license

FINRA Series 65 or 7

Job description

Ashley Himes - State Farm Agent is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, support customers' financial planning, and ensure compliance with state regulations.

Ideal candidates have strong analytical and communication skills, prior experience in financial services, and should obtain necessary licenses. Benefits include a competitive salary, health insurance, and opportunities for advancement.