Financial Services Representative - State Farm Agent Team Member

Dean Eastman - State Farm Agent

San Antonio, TX
28 days ago

Full-time

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Skills

Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 65unmatched
Training/Teachingunmatched
Vision Planunmatched

Description

Benefits:

Flexible schedule
Opportunity for advancement
Training & development
401(k)
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Vision insurance

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - 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 65 and 63 licenses preferred.

Numbers & Facts

Location	San Antonio, TX
Job Type	Full-time

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