Financial Services Advisor | Growth Path, PTO & 401(k)

Derrick Spencer; Phoenix (AZ); In loco; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Opportunity for advancement

Paid time off

401(k)

Bonus based on performance

Descrizione del lavoro

Derrick Spencer, State Farm Agent, is seeking a Financial Services Representative to join the team in Phoenix, AZ. This full-time role focuses on marketing financial products, educating customers about options, and delivering tailored solutions with an emphasis on service and compliance.

You’ll identify client needs, generate leads, conduct financial reviews, and work within an independent contractor framework to support agency growth and customer financial security.

Competenze

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Mansioni

• Consult customers on financial planning, investment options, and life/health 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.

Conoscenze

Communication skills

Analytical skills

Formazione

Active Life & Health license

FINRA Series 6/63/65 or SIE

Descrizione del lavoro

Derrick Spencer, State Farm Agent, is seeking a Financial Services Representative to join the team in Phoenix, AZ. This full-time role focuses on marketing financial products, educating customers about options, and delivering tailored solutions with an emphasis on service and compliance.

You’ll identify client needs, generate leads, conduct financial reviews, and work within an independent contractor framework to support agency growth and customer financial security.