Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Retirement Planning, Risk Management, Sales, Sales Management, Series 7, Training/Teaching
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Service Account Manager with Traci Plemons State Farm, 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, retirement 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 7 and 63 licenses preferred.
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Traci Plemons - State Farm Agent