Financial Services Representative - State Farm Agent Team Member

Giovanni Monaco - State Farm Agent; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

Giovanni Monaco - State Farm Agent in San Diego, California is seeking a Financial Services Representative. In this role, you will market financial products to manage everyday risks, utilizing analytical skills to educate customers on financial options.

The ideal candidate will have over 3 years of experience in financial services, along with preferred licenses such as Life, Health, and Accident, or FINRA Series 6, 63, 65. The position offers a pathway to a rewarding career in financial services.

Qualifications

• 3+ years of experience in financial services.
• Life, Health, & Accident license preferred.
• FINRA Series 6, 63, 65 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

Analytical skills

Communication skills

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - 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.
• Life, Health, & Accident license preferred.
• FINRA Series 6, 63, 65 licenses preferred.