Remote Financial Services Advisor | Planning & Growth

Lewesinsurance; United States; On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Lewesinsurance is seeking a Financial Services Representative to join Tommy Taylor's State Farm Agent team fully remotely. You will utilize your expertise in financial products to educate customers on managing their financial options effectively.

Your role involves consulting customers, conducting financial reviews, and ensuring compliance with regulations. Compensation ranges from $75,000 to $125,000 annually, along with benefits like 401(k) matching, paid time off, and training opportunities.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6 or 7 and series 63 preferred and/or Life/Health insurance licenses.

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

Analytical skills

Communication skills

Sales-minded approach

Job description

Lewesinsurance is seeking a Financial Services Representative to join Tommy Taylor's State Farm Agent team fully remotely. You will utilize your expertise in financial products to educate customers on managing their financial options effectively.

Your role involves consulting customers, conducting financial reviews, and ensuring compliance with regulations. Compensation ranges from $75,000 to $125,000 annually, along with benefits like 401(k) matching, paid time off, and training opportunities.