Financial Services Representative - State Farm Agent Team Member

ROLE DESCRIPTIONAs a Financial Services Rep with Ted Heaton State Farm, 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.RESPONSIBILITIESConsult 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.QUALIFICATIONS2+ years of experience in financial services.Analytical and communication skills.FINRA Series 6 and 63 licenses required.