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
Location
Windsor, CA
Job Type
Full-time
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
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