Financial Services Representative - State Farm Agent Team Member

State-Farm-319b4913; Green Bay (WI); In loco; USD 45.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

401(k) matching

Bonus based on performance

Competitive salary

Descrizione del lavoro

State Farm Agent is seeking a Financial Services Representative to market investment products and educate customers on financial options. You will apply analytical skills to assess client needs and present suitable financial solutions.

You will consult on planning, help with portfolio management, and conduct periodic reviews while ensuring compliance with financial regulations and a sales-driven service approach.

Competenze

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63, and 65 licenses preferred, 7 is accepted.

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 skills

Communication skills

Experience in financial services

Strumenti

FINRA licenses: Series 6/63/65 preferred, Series 7 accepted

Descrizione del lavoro

Benefits:

• Paid time off
• 401(k) matching
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment 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.
• FINRA Series 6, 63, and 65 licenses preferred, 7 is accepted.