ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashleigh Mooney - 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 6, 63, and 65 licenses required for top salary consideration
Life & Health, Property & Casualty licenses required
Numbers & Facts
Location
Spanish Fort, AL
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Regulationsunmatched
Financial Servicesunmatched
Investment Managementunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Training/Teachingunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.