Financial Services Representative - State Farm Agent Team Member

Andrew Komornik - State Farm Agent; Charleston (SC); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Andrew Komornik State Farm seeks a Financial Services Representative to market and educate customers on financial options and risk management products. You will apply a consultative, sales-minded approach to help clients plan for their financial future.

The role requires 3+ years in financial services, strong analytical and communication skills, and familiarity with licensing such as Series 6/63/65 or SIE. On-the-job training and advancement opportunities are provided.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication abilities.
• Licensing in SIE or Series 6/63/65 preferred.
• Certifications relevant to financial products.

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

Education

SIE/Series 6/63/65 licenses

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative with Andrew Komornik State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.