Financial Services Representative - State Farm Agent Team Member

Leetuxhornagency; Maumelle (AR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Retirement Plan Matching

Bonus based on performance

Competitive salary

Training & development

Job summary

Leetuxhornagency in Maumelle, Arkansas, is seeking a Financial Services Representative to market financial products and consult customers on financial planning. The ideal candidate should have over 3 years of experience in financial services and possess strong analytical and communication skills.

This role involves assisting customers with portfolio management and maintaining compliance with regulations. The position offers competitive salary, retirement plan matching, and bonus based on performance.

Qualifications

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

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

Sales mindset

Job description

Benefits:

• Retirement Plan Matching
• Bonus based on performance
• Competitive salary
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Lee Tuxhorn - 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:

• 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.