Customer Service Representative – Financial Services TTEC
Charlotte, NC14 days ago
Dalton Cunningham - State Farm Agent
- Weddington, NC
- 17 days ago
- Full-time
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Skills
- Analysis Skillsunmatched
- Communication Skillsunmatched
- Consultingunmatched
- Customer Support/Serviceunmatched
- Customer Trainingunmatched
- Financial Planningunmatched
- Financial Regulationsunmatched
- Financial Servicesunmatched
- Health Insuranceunmatched
- Investment Managementunmatched
- Maintain Complianceunmatched
- Options Analysisunmatched
- Product Marketingunmatched
- Regulatory Complianceunmatched
- Risk Managementunmatched
- Salesunmatched
- Series 6unmatched
- Training/Teachingunmatched
Description
Benefits:
ROLE DESCRIPTION:
As a Financial Services Representative with Dalton Cunningham 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:
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative with Dalton Cunningham 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 and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
Numbers & Facts
| Location | Weddington, NC |
| Job Type | Full-time |
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