Analysis Skills, Communication Skills, Customer Support/Service, Customer Training, Dental Insurance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Investment Services, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7, Vision Plan
- 401(k)
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Cody Wheeler - 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:
- Provide clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
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Cody Wheeler - State Farm Agent