Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Dental Insurance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7, Training/Teaching, Vision Plan
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
ROLE DESCRIPTION:
As a Financial Service Representative with Kelsey DeLuca 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.
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 7 and 63 licenses preferred.
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Kelsey DeLuca - State Farm Agent