Financial Services Representative - State Farm Agent Team Member

Richard Burke Ins Agcy Inc; Coral Gables (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm, represented by Rick Burke, seeks a Financial Services Representative to market financial products and educate customers on options for managing everyday risks. You will apply analytical precision and a consultative sales approach to support clients in reaching their financial goals.

You will consult on planning and investments, assist with portfolio management, and conduct reviews while ensuring 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.

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

Series 6/63/65

SIE license

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Rick Burke - 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.