Financial Services Representative - State Farm Agent Team Member

Cliff Ourso - State Farm Agent; Gonzales (LA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Employee discounts

Health insurance

Paid time off

Training & development

Job summary

Cliff Ourso - State Farm Agent in Gonzales, Louisiana, is seeking a Financial Services Representative to market financial products and provide clients with planning and investment advice. The ideal candidate has over 3 years of financial services experience and possesses strong analytical and communication skills.

Your role will involve assisting clients with portfolio management while maintaining compliance with financial regulations. This position offers valuable insights into financial products and the potential for a competitive salary.

Qualifications

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

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients 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

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Employee discounts
• Health insurance
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - 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

• Provide clients with financial planning and investment advice.
• Assist clients 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.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.