Financial Services Representative - State Farm Agent Team Member

Renee Hyde; Windsor (CA); Hybride; USD 65 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid time off

401(k)

401(k) matching

Bonus based on performance

Training & development

Competitive salary

Résumé du poste

Renee Hyde Ins and Fin Svcs, Inc. is seeking a Financial Services Representative to join State Farm as a Team Member in a hybrid Full Time role in the US. You will sell financial products, educate clients on options, and tailor recommendations.

Requirements include 1+ year in financial services, strong analytical and communication skills, and FINRA SIE with Series 63. Flexible work-from-home options are available along with a competitive compensation package.

Qualifications

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Responsabilités

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Connaissances

1+ years of experience in financials

Strong analytical and communication

Outils

FINRA SIE and Series 63

Description du poste

Full Time in Hybrid - US

• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Bonus based on performance

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

RESPONSIBILITIES

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Flexible work from home options available.

Compensation $65,000.00 - $150,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

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

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

RESPONSIBILITIES

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 1+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA SIE and Series 63.

Flexible work from home options available.

Compensation $65,000.00 - $150,000.00 per year

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