Financial Services Representative - State Farm Agent Team Member

Joseph Merk - State Farm Agent; Elyria (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Paid time off

Training & development

Competitive salary

Opportunity for advancement

Job summary

Joseph Merk - State Farm Agent in Elyria, OH is seeking a Financial Service Specialist to market and educate customers on financial products that manage everyday risk. You will apply a consultative, sales-minded approach and analytical precision to help clients understand options and build lasting relationships.

Responsibilities include advising on financial planning and investment options, assisting with portfolio management and asset allocation, conducting reviews, and maintaining compliance

Qualifications

• 1+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 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

Communication

Education

FINRA Series 6/63 licenses

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development
• Competitive salary
• Opportunity for advancement

ROLE DESCRIPTION:

As a financial service specialist with JP Merk State Farm, 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:

• 1+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred.