Financial Services Representative - State Farm Agent Team Member

Jamie Pelzer - State Farm Agent; Tampa (FL); In loco; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Descrizione del lavoro

Jamie Pelzer - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial options and products. The role emphasizes consultative sales, analytical precision, and a commitment to helping clients manage everyday risks.

You'll work with customers on planning and investment decisions, support asset allocation decisions, and ensure compliance with industry regulations while contributing to the growth of the agent team.

Competenze

• 3+ years of experience in financial services.
• Strong analytical and communication abilities.
• Experience working with financial products and customer education.

Mansioni

• 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.

Conoscenze

Analytical skills

Communication skills

Descrizione del lavoro

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - 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.