Financial Services Representative: Insurance & Investments

Ryan Kleeman - State Farm Agent; Litchfield (IL); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Ryan Kleeman - State Farm Agent in Litchfield, Illinois, is seeking a Financial Services Representative to market financial products and consult customers on insurance options. This role demands strong analytical skills and a customer-focused demeanor.

The ideal candidate possesses an active state Life & Health license and relevant FINRA licenses. Responsibilities include conducting financial reviews, identifying customer needs, and maintaining compliance with regulations while driving new business.

Qualifikationen

• Experience in financial services and/or insurance is required.
• Professional and trustworthy attitude is necessary.

Aufgaben

• Consult customers on financial planning and insurance options.
• Identify customer needs and provide tailored solutions.
• Generate and follow up on leads for new business.
• Conduct financial reviews and recommend products.
• Maintain compliance with financial regulations.

Kenntnisse

Strong communication skills

Analytical skills

Customer-focused demeanor

Ausbildung

Active state Life & Health license

FINRA Series 6/63/65 or 7 license

Jobbeschreibung

Ryan Kleeman - State Farm Agent in Litchfield, Illinois, is seeking a Financial Services Representative to market financial products and consult customers on insurance options. This role demands strong analytical skills and a customer-focused demeanor.

The ideal candidate possesses an active state Life & Health license and relevant FINRA licenses. Responsibilities include conducting financial reviews, identifying customer needs, and maintaining compliance with regulations while driving new business.