Financial Services Representative - State Farm Agent Team Member

Craig Bagley; Weatherford (TX); Ibrido; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) matching

Competitive salary

Health insurance

Paid time off

Descrizione del lavoro

Craigbagley in Weatherford, Texas is looking for a Financial Services Manager to market financial products and support customer financial planning. The role involves consulting with customers, conducting financial reviews, and ensuring compliance with regulations.

Applicants should have a minimum of 3 years experience in financial services, strong analytical and communication skills, and preferred licenses including FINRA Series 7 and 63.

Competenze

• Minimum of 3 years of experience in financial services.
• Strong analytical and communication skills.
• Licenses preferred: FINRA Series 7 and 63.

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

Sales proficiency

Formazione

FINRA Series 7 license

FINRA Series 63 license

General Lines Agent Life/Health certification

Descrizione del lavoro

Benefits:

• 401(k) matching
• Competitive salary
• Health insurance
• Paid time off

ROLE DESCRIPTION:

As a Financial Services Manager with Mader-Bagley Insurance, 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.
• General Lines Agent Life/Health