Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Maintain Compliance, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7, Training/Teaching
- Bonus based on performance
- Opportunity for advancement
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Laura Mckay - 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. This role offers a base salary of $30,000 - $35,000 plus commission and performance bonuses, giving top performers the opportunity to earn more.
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:
- 1+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
L
Laura Mckay - State Farm Agent