Financial Services Advisor — Portfolio & Planning Expert

Mitch-Mammoser---State-Farm-Agent; Paris (IL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid time off

Relocation bonus

401(k)

Bonus based on performance

Competitive salary

Job summary

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to join the agency team. The role focuses on marketing financial products, educating customers on options, and applying a consultative sales approach.

You will work in a sales-driven environment, using analytical methods to support customers’ financial decisions and to contribute to the agency’s success. A dynamic compensation structure accompanies the role.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 & 65 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

Job description

Mitch Mammoser - State Farm Agent is seeking a Financial Services Representative to join the agency team. The role focuses on marketing financial products, educating customers on options, and applying a consultative sales approach.

You will work in a sales-driven environment, using analytical methods to support customers’ financial decisions and to contribute to the agency’s success. A dynamic compensation structure accompanies the role.