Financial Services Representative - State Farm Agent Team Member

Robheath; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Training & development

Job summary

Robheath in Charlotte, NC, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning. Candidates should have a minimum of 3 years of experience in financial services and excellent analytical and communication skills.

The role involves compliance with financial regulations and conducting financial reviews. The position provides opportunities for personal development and a competitive salary.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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

Job description

Benefits

• Competitive salary
• Opportunity for advancement
• Training & development

Role Description

As a Financial Services Representative with Rob Heath State Farm office, 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.
• FINRA Series 7 and 63 licenses preferred.