Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6
- Group Health
- Teledoc
- Base of $55K to $65K plus commission—potential of over six figures.
- 401(k)
- 401(k) matching
- Bonus based on performance
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION:
This position is in-office and requires working onsite at the agency location.
As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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 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.
- Licensed in Financial Services- Series 6 or 63 licenses preferred.
K
Kim Lego - State Farm Agent