ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jacob Pratt - 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:
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.
Strong analytical and communication skills.
Numbers & Facts
Location
Parkville, MO
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Investment Servicesunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
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