Financial Services Representative - State Farm Agent Team Member

Kristi Kim; Chino Hills (CA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical reimbursement

IRA match

Advancement opportunities

Paid time off

Training

Performance bonus

Job summary

Kristi Kim - State Farm Agent in California seeks a Customer Relations Representative to market financial products and guide clients through investment options. You will analyze client needs and contribute to growing the agency’s client base.

The role emphasizes compliance with financial regulations, portfolio support, and a consultative sales approach, with opportunities for advancement and a competitive compensation package in California.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE 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

Financial services experience

Analytical skills

Communication skills

Job description

Benefits

• $400 in medical cost reimbursement
• Simple IRA wiht 3% Match
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

ROLE DESCRIPTION

As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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.

Compensation

Compensation: $50,000.00 - $60,000.00 per year