ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Blake Price - State Farm Agent, 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 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.
QUALIFICATIONS:
Prior financial services experience preferred.
Analytical and communication skills.
Ability to make presentations to potential customers.
Series 6/63/65 or 7 licenses preferred (must be able to obtain).
Numbers & Facts
Location
Winter Garden, FL
Job Type
Full-time
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
Presentation/Verbal Skillsunmatched
Product Marketingunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Series 6unmatched
Training/Teachingunmatched
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