ROLE DESCRIPTION: As a Financial Services Representative with Daniel Lauger State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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:
Ability to work in a Base + Commission environment.
Analytical and communication skills.
Series 6/63/65 or SIE licenses preferred.
Life & Health Producers License
SIE, Series 6/63/65, and other relevant certifications.
Numbers & Facts
Location
Milton, GA
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched
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