ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Andy Hedlund - 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 ability to have needs based conversations around retirement planning 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 planning.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
COMPENSATION
$75,000 Per year
BONUSES based on production in the following areas:
Brokerage and Advisory Accounts
Life Insurance
Annuities
Disability and Supplemental Health
Numbers & Facts
Location
Rogers, MN
Job Type
Full-time
Skills
Analysis Skillsunmatched
Brokerageunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Healthcare Reimbursementunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Retirement Planningunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
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