Benefits:- Team Activities and Training
- Existing Book to work with
- Work from home 2 days a week
- Paid time off
- 401(k) matching
- Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dan Cavin - State Farm Agent, you will successfully market the financial products that manage everyday risks. You will begin this role with a large existing book of business to work.
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:- 1 year of experience in financial services required.
- Series 6/63/65 or SIE licenses preferred.
- relevant certifications such as (ChFC or other American College classes)
Flexible work from home options available.