Financial Services Representative - State Farm Agent Team Member

Renee Hyde - State Farm Agent

  • Windsor, CA
  • 30+ days ago
  • Full-time
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Skills

  • Analysis Skillsunmatched
  • Annuitiesunmatched
  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Financial Planningunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Mutual Fundsunmatched
  • Regulatory Complianceunmatched
  • Salesunmatched
  • Training/Teachingunmatched

Description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development
  • 401(k)

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers.  Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
 
  RESPONSIBILITIES:


  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:


  • 1+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA SIE and Series 63.
 

Flexible work from home options available.

Numbers & Facts

LocationWindsor, CA
Job TypeFull-time

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