Financial Services Advisor – Growth, Training & Advancement

State Farm Agent; Chino Hills (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical cost reimbursement

Simple IRA wiht 3% Match

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

State Farm Agent Kristi Kim in Chino Hills, CA is seeking a Customer Relations Representative to market financial products, educate clients on options, and support a consultative sales approach. You will help customers manage risk and pursue their financial goals within a dynamic agency environment.

The role emphasizes financial services expertise, customer education, and a results-driven mindset. Excellent communication and analytical skills are essential to thrive in this independent

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

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

Financial services experience

Job description

State Farm Agent Kristi Kim in Chino Hills, CA is seeking a Customer Relations Representative to market financial products, educate clients on options, and support a consultative sales approach. You will help customers manage risk and pursue their financial goals within a dynamic agency environment.

The role emphasizes financial services expertise, customer education, and a results-driven mindset. Excellent communication and analytical skills are essential to thrive in this independent