Financial Services Representative - State Farm Agent Team Member

Chad Elder - State Farm Agent; Portland (OR); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k)

Paid time off

Training & development

Job summary

Chad Elder State Farm in Portland, OR is seeking a Financial Services Representative to market and explain financial products that help customers manage everyday risks. You will educate customers on options with a consultative approach and help build a strong advisory relationship within the agency.

You will analyze client needs, discuss investment and insurance solutions, and maintain compliance while supporting growth of the agency’s book of business.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Knowledge of Auto, Home and Life Insurance.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.
• Setup meetings in the existing book of business to review financial needs.

Skills

Analytical skills

Communication skills

Education

Series 6/63/65 or SIE licenses

Job description

Benefits:

• 401(k)
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Financial Services Representative with Chad Elder 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.
• Knowledge of Auto, Home and Life Insurance.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.
• Setup meetings in the existing book of business to review financial needs.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.