ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Cover - 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 and investment products.
Analytical and communication skills.
Ability to make presentations to customers.
FINRA Series 6, 63, 65 or 7 (must obtain before start date, current licensees preferred).
COMPENSATION:
$100k-$200k Expected total annual income, if goals are met.
$65k Annual salary plus Commission.
Numbers & Facts
Location
Philadelphia, PA
Job Type
Full-time
Salary
$100,000–$200,000 Per Year
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
Presentation/Verbal Skillsunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched
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