Financial Services Advisor: Flexible Schedule, Growth & Bonuses
John Harrell - State Farm Agent
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
John Harrell - State Farm Agent is seeking a Financial Services Representative to market essential financial products and cover everyday risks. The role involves consulting with clients on financial planning, investment options, and insurance coverage while generating leads and maintaining compliance with regulations.
The ideal candidate will possess an Active Life & Health license and demonstrate strong communication and analytical skills. The role provides opportunities for training, development, and a competitive salary.
Qualifications
- Required to have an Active Life & Health license or the ability to obtain it quickly.
- Previous experience in financial services and/or insurance is preferred.
- Professional, trustworthy, and customer-focused demeanor is essential.
Responsibilities
- Consult customers on financial planning and insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
Skills
Education
Job description
John Harrell - State Farm Agent is seeking a Financial Services Representative to market essential financial products and cover everyday risks. The role involves consulting with clients on financial planning, investment options, and insurance coverage while generating leads and maintaining compliance with regulations.
The ideal candidate will possess an Active Life & Health license and demonstrate strong communication and analytical skills. The role provides opportunities for training, development, and a competitive salary.
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