Remote Financial Services Advisor – Insurance & Investments

Jose Herrera - State Farm Agent; Arlington (VA); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Growth potential/Opportunity for advancement

Job summary

Join Jose Herrera - State Farm Agent as a Financial Services Representative. This role positions you to effectively market financial products and educate customers about their options. You will work closely with the agent to establish marketing goals and achieve sales targets.

The ideal candidate will hold a Bachelor's degree in a related field and possess strong analytical, organizational, and communication skills. The position offers a salary plus commission/bonus with opportunities for growth.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• Ability to obtain relevant financial service licenses (Life, Series 6/63/65, SIE).
• Sound knowledge of financial legislation.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, and market appropriate products.

Skills

Communication skills

Customer service skills

Analytical skills

Mathematical skills

Education

Bachelor's degree in finance, economics, accounting, or a related field

Tools

Microsoft Office

Job description

Join Jose Herrera - State Farm Agent as a Financial Services Representative. This role positions you to effectively market financial products and educate customers about their options. You will work closely with the agent to establish marketing goals and achieve sales targets.

The ideal candidate will hold a Bachelor's degree in a related field and possess strong analytical, organizational, and communication skills. The position offers a salary plus commission/bonus with opportunities for growth.