Financial Services Representative - State Farm Agent Team Member

Ashley King - State Farm Agent; Charlotte (NC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Flexible schedule

Job summary

Ashley King - State Farm Agent in Charlotte, NC is seeking a Financial Services Representative to market financial products and educate customers on options, using analytical precision to support clients and grow the agency.

You will consult on financial planning, assist with asset allocation, conduct reviews, and ensure compliance with regulations while maintaining a sales-minded, consultative approach.

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.

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

Communication skills

Financial services experience

Licenses: Series 6/63/65 or SIE

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Flexible schedule

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ashley King - State Farm Agent, 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.