Financial Services Representative - State Farm Agent Team Member

Amy Blackwell - State Farm Agent

  • Murrieta, CA
  • 30 days ago
  • Full-time
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Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Financial Planningunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Health Planunmatched
  • Investment Managementunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Regulatory Complianceunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Series 7unmatched
  • Training/Teachingunmatched
  • Tuition Feesunmatched

Description

Benefits:
  • Supplemental Health Benefits
  • Group Life Insurance
  • SIMPLE IRA Match
  • Paid time off
  • Training & development
  • Tuition assistance
  • Bonus based on performance
  • Competitive salary
  • Free food & snacks

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - 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.
  • FINRA Series 7 and 63 licenses preferred.

Numbers & Facts

LocationMurrieta, CA
Job TypeFull-time

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