Financial Services Representative - State Farm Agent Team Member

Jason Hughes - State Farm Agent

Charleston, SC

Full-time

4 days ago

Job Description

Benefits:

Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jason Hughes - State Farm Agent, 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 life insurance options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.

QUALIFICATIONS:

Analytical and communication skills.
Able to make presentations to potential customers.
Detail-oriented.
Comfortable with sales.
Series 6, 63, 65 or 7 license preferred.
Life/Health insurance license.

Numbers & Facts

Location	Charleston, SC
Job Type	Full-time

Skills

Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Presentation/Verbal Skillsunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched

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