ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 state regulations.
QUALIFICATIONS:
Prior experience in financial services preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
Numbers & Facts
Location
Springfield, OH
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Planningunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Options Analysisunmatched
Presentation/Verbal Skillsunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 65unmatched
State Laws and Regulationsunmatched
Training/Teachingunmatched
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