Financial Services Representative - State Farm Agent Team Member

State Farm

  • Mason, OH
  • $65,000-125,000 per year
  • Permanent
  • Full-time
  • 2 months ago
Benefits:
  • Retirement matching
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Training & development
ROLE DESCRIPTION:
As a financial services representative with Doug Zeigler 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.
QUALIFICATIONS:
  • 1+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred.
Flexible work from home options available.

State Farm