Financial Services Representative - State Farm Agent Team Member

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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:

• Experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.
• Ability to relate to a customer.
• Goal-oriented and motivated by achieving measurable results.