Financial Services Representative - State Farm Agent Team Member

State Farm

  • Springfield, OH
  • $45,000-65,000 per year
  • Permanent
  • Full-time
  • 6 days ago
Benefits:
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 state regulations.
QUALIFICATIONS:
  • Prior experience in financial services preferred.
  • Analytical and communication skills.
  • Able to make presentations to customers.
  • Life/Health insurance license (must be able to obtain, current licensees preferred).
  • FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

State Farm