Financial Services Representative - State Farm Agent Team Member

Rick Burke - State Farm Agent; Coral Gables (FL); In loco; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Advancement opportunities

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Descrizione del lavoro

Rick Burke - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will guide clients through financial planning and investment decisions with a consultative, sales-minded approach.

In this role you will assist with portfolio management, asset allocation, and conduct financial reviews while maintaining strict regulatory compliance. A strong analytical mindset and effective communication are essential for success.

Competenze

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licenses such as SIE or Series 6/63/65 are preferred.

Mansioni

• 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.

Conoscenze

Analytical thinking

Communication skills

Strumenti

SIE license

Series 6/63/65 licenses

Descrizione del lavoro

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.