Financial Services Advisor & Planning Specialist

Kim Varnadore - State Farm Agent; Florida; In loco; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k) matching

Dental insurance

Descrizione del lavoro

Kim Varnadore - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical precision and a consultative sales approach to help clients manage everyday risks.

The position involves advising on planning and investments, ensuring regulatory compliance, and contributing to agency growth within the Florida market.

Competenze

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

Mansioni

• 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.

Conoscenze

Analytical thinking

Communication skills

Financial services experience

Descrizione del lavoro

Kim Varnadore - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical precision and a consultative sales approach to help clients manage everyday risks.

The position involves advising on planning and investments, ensuring regulatory compliance, and contributing to agency growth within the Florida market.