Financial Services Advisor | Flexible Schedule & Growth

Lauren Gilbert - State Farm Insurance Agent; Vidor (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

401(k)

Licensing reimbursement

Work-life balance

Job summary

Lauren Gilbert State Farm is seeking a Financial Services Rep to market and educate customers on financial products, manage risk, and drive growth. You’ll apply a sales-minded, consultative approach with a strong emphasis on customer relationships and community involvement.

Ideal candidates bring analytical skills, a basic grasp of investment concepts, and the ability to handle multiple priorities in a fast-paced environment. FINRA Series 63 licenses are preferred.

Qualifications

• Analytical and communication skills.
• FINRA Series 63 licenses preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

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.

Skills

Analytical skills

Communication skills

FINRA Series 63

Job description

Lauren Gilbert State Farm is seeking a Financial Services Rep to market and educate customers on financial products, manage risk, and drive growth. You’ll apply a sales-minded, consultative approach with a strong emphasis on customer relationships and community involvement.

Ideal candidates bring analytical skills, a basic grasp of investment concepts, and the ability to handle multiple priorities in a fast-paced environment. FINRA Series 63 licenses are preferred.