Financial Services Representative - State Farm Agent Team Member

Josh Bodner - State Farm Agent

Blue Springs, MO
13 days ago

Full-time

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Skills

Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched

Description

Benefits:

401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance

ROLE DESCRIPTION:
As a Financial Service Representative with the Josh Bodner Agency, 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 6,63 and 65 licenses preferred.

Numbers & Facts

Location	Blue Springs, MO
Job Type	Full-time

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