Financial Services Representative - State Farm Agent Team Member

Ryan Cabaniss - State Farm Agent; Florida; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Bonus based on performance

Competitive salary

Job summary

Ryan Cabaniss - State Farm Agent is seeking a Financial Services Representative to market financial products, educate clients on options, and apply a consultative approach to risk management. Your analytical precision helps you identify suitable solutions for everyday needs.

You will handle portfolio reviews, asset allocation guidance, and ensure compliance with financial regulations while pursuing advancement within a growing State Farm agency in New York.

Qualifications

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

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

Financial services experience

Analytical skills

Communication skills

Licensing: Series 6/63/65 or SIE

Job description

Benefits:

• Opportunity for advancement


• Paid time off


• Profit sharing


• Training & development


• Bonus based on performance


• Competitive salary

Role Description:

As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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.


• Series 6/63/65 or SIE licenses preferred.


• SIE, Series 6/63/65, and other relevant certifications.