Financial Services Representative - State Farm Agent Team Member

Joebondinsurance; Greenville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Simple IRA (matching)

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

Joebondinsurance is seeking a Financial Advisor to market and educate customers on financial products that manage everyday risks and help them realize their dreams. You will rely on your sales-minded, consultative approach and strong financial knowledge to guide customers through options and build lasting relationships.

You will consult on financial planning, assist with portfolio management and asset allocation, conduct reviews, and ensure compliance with regulations while pursuing

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65, and other relevant certifications.
• Series 6/63/65 or SIE 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

Financial services experience

Analytical skills

SIE license

Series 6/63/65 licenses

Job description

Benefits:

• SIMPLE IRA (matching)


• Opportunity for advancement


• Paid time off


• Training & development


• Bonus based on performance

ROLE DESCRIPTION:

As a Financial Advisor within our office, you will successfully market the financial products that manage everyday risks & help customers realize their dreams. 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.