Financial Services Pro & Agent Team Member: Growth

Ashleigh Mooney; Alabama; On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Simple IRA

Opportunity for advancement

Paid time off

Relocation bonus

Signing bonus

Job summary

Ashleigh Mooney - State Farm Agent is seeking a Financial Services Representative in Loxley, Alabama. The role involves marketing financial products, consulting customers on financial planning, assisting with portfolio management, and ensuring compliance with regulations. Candidates should have 3+ years of experience and possess FINRA Series 6, 63, and 65 licenses along with Life & Health, Property & Casualty licenses. Compensation ranges from $60,000 to $120,000 annually, reflecting experience and licenses.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills required.
• FINRA licenses required for top salary consideration.

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

Tools

FINRA Series 6 License

FINRA Series 63 License

FINRA Series 65 License

Life & Health License

Property & Casualty License

Job description

Ashleigh Mooney - State Farm Agent is seeking a Financial Services Representative in Loxley, Alabama. The role involves marketing financial products, consulting customers on financial planning, assisting with portfolio management, and ensuring compliance with regulations. Candidates should have 3+ years of experience and possess FINRA Series 6, 63, and 65 licenses along with Life & Health, Property & Casualty licenses. Compensation ranges from $60,000 to $120,000 annually, reflecting experience and licenses.