Financial Services Representative - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Opportunity for advancement
• Paid time off
• Wellness resources

ROLE DESCRIPTION:
As a Insurance & Financial Service Representative with Phil Williams State Farm Agency,  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:

• Provide clients with financial planning and investment advice.
• Assist clients 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.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.