Financial Services Representative - State Farm Agent Team Member

Eric Everly - State Farm Agent; Madison (NC); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

State Farm in Madison, NC invites a Financial Service Representative who will market financial products and educate customers on options, applying a sales-minded, consultative approach.

You will analyze client needs, conduct financial reviews, and ensure regulatory compliance while growing the agency's client base. This role requires strong analytical and communication skills and relevant licenses.

Formación

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

Responsabilidades

• 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.

Conocimientos

Analytical skills

Communication skills

Educación

FINRA Series 7 and 63 licenses preferred

Descripción del empleo

ROLE DESCRIPTION

As a Financial sercive representative with 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

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