Financial Services Representative - State Farm Agent Team Member

Kim Varnadore - State Farm Agent

Mount Dora, FL

Full-time

6 days ago

Job Description

Benefits:

Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
401(k) matching
Dental insurance

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kim Varnadore - 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.
Series 6/63/65 or SIE licenses preferred.
SIE, Series 6/63/65, and other relevant certifications.

Numbers & Facts

Location	Mount Dora, FL
Job Type	Full-time

Skills

Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
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
Vision Planunmatched

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Resume Builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Resume Builder