Financial Services Advisor — Growth & Flexible Schedule

Brian Wiggins - State Farm Agent; Madison (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Company Simple IRA Matching

Company Simple IRA

Bonus based on performance

Competitive salary

PTO

Job summary

Brian Wiggins - State Farm Agent is seeking a Financial Services Representative to market and educate customers on insurance and financial options. You will develop leads, schedule appointments, and meet marketing goals while delivering strong customer service.

The role emphasizes a consultative approach, growth within the office, and adherence to applicable financial regulations. A finance-related degree and proper licensing are required.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must have current license in Life Insurance and a License in Series 6, 63, 65, 7 or comparable
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Prospect Current Large book of business for Retirement planning services

Skills

Analytical skills

Mathematical skills

Communication

Customer service

Education

Bachelor's degree in finance, economics, accounting, or related field

Job description

Brian Wiggins - State Farm Agent is seeking a Financial Services Representative to market and educate customers on insurance and financial options. You will develop leads, schedule appointments, and meet marketing goals while delivering strong customer service.

The role emphasizes a consultative approach, growth within the office, and adherence to applicable financial regulations. A finance-related degree and proper licensing are required.