Financial Services Rep - Growth, Bonus, Benefits

Myagentron; Irving (TX); Sur place; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Opportunities for advancement

Competitive salary

Training & development

Exciting incentives including resort trip

Résumé du poste

A dynamic financial services agency in Irving, TX, is seeking an enthusiastic Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products, providing exceptional customer service, and assisting clients with financial planning and investment options. The ideal candidate will have strong communication skills and a passion for customer service. Join an inspiring environment with competitive compensation and opportunities for professional growth.

Qualifications

• 1+ years of experience in financial services needed.
• Strong analytical and communication skills required.
• FINRA Series 7 and 63 licenses preferred but not required.

Responsabilités

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Present yourself professionally in virtual meetings.

Connaissances

Analytical skills

Communication skills

Customer service

Detail-oriented

Bilingual (Spanish)

Formation

1+ years of experience in financial services

FINRA Series 7 and 63 licenses preferred

Description du poste

A dynamic financial services agency in Irving, TX, is seeking an enthusiastic Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products, providing exceptional customer service, and assisting clients with financial planning and investment options. The ideal candidate will have strong communication skills and a passion for customer service. Join an inspiring environment with competitive compensation and opportunities for professional growth.