Financial Services Representative - State Farm Agent Team Member

Joe Bond - State Farm Agent; Greenville (SC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

SIMPLE IRA (matching)

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

Joe Bond - State Farm Agent in Greenville, SC is seeking a Financial Advisor to market and manage financial products that help customers protect and realize their dreams. You will educate clients on options, conduct reviews, and support ongoing planning with a consultative, sales-minded approach.

The role requires strong analytical and communication skills, 3+ years in financial services, and appropriate licenses (SIE, Series 6/63/65 or SIE).

Qualifications

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

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 skills

Communication skills

Education

SIE

Series 6/63/65

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.