Financial Services & Insurance Advisor

Matthaaga; Germantown (TN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A local State Farm agency in Germantown, TN, is seeking a Registered Representative to assist customers in financial planning and insurance solutions. The role emphasizes building strong client relationships and necessitates exceptional analytical and communication skills. An active Life & Health license along with FINRA Series 6/63/65 or 7 is preferred. This full-time role offers a competitive salary ranging from $50,000 to $75,000, alongside benefits such as health insurance and a 401(k).

Qualifications

• Previous experience in financial services and/or insurance.
• Ability to consult on financial planning and insurance products.

Responsibilities

• Consult customers on financial planning, investment options, and insurance.
• Assist customers with portfolio management and risk strategies.
• Conduct financial reviews and recommend personalized solutions.
• Maintain compliance with financial regulations.

Skills

Customer-focused

Strong analytical skills

Communication

Trustworthy demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

A local State Farm agency in Germantown, TN, is seeking a Registered Representative to assist customers in financial planning and insurance solutions. The role emphasizes building strong client relationships and necessitates exceptional analytical and communication skills. An active Life & Health license along with FINRA Series 6/63/65 or 7 is preferred. This full-time role offers a competitive salary ranging from $50,000 to $75,000, alongside benefits such as health insurance and a 401(k).