Financial Services Advisor — Growth Path & 401(k) Benefits

Jeff Marks - State Farm Agent; Pinole (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) matching

Opportunity for advancement

Paid time off

Training & development

Job summary

Jeff Marks - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, focusing on risk management and investment planning. The role calls for a consultative sales approach and strong analytical skills to support customers’ financial options.

The position emphasizes advancement opportunities within a growing agency and requires relevant licensing.

Qualifications

• Minimum 3 years of experience in financial services.
• Strong analytical and communication skills.
• Licensing may include SIE and Series 6/63/65 or equivalent.

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 and communication skills

Education

SIE license

Series 6/63/65 licenses

Job description

Jeff Marks - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, focusing on risk management and investment planning. The role calls for a consultative sales approach and strong analytical skills to support customers’ financial options.

The position emphasizes advancement opportunities within a growing agency and requires relevant licensing.