State Farm Agent
Financial Services Representative - State Farm Agent Team Member
State Farm Agent, Gray, Georgia, United States, 31032
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Financial Services Representative - State Farm Agent Team Member
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State Farm Agent . 10 months ago Be among the first 25 applicants. Role Description As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products supports your sales-minded and consultative approach to educating customers on their financial options. Your analytical skills make you a valuable resource to customers and a strong addition to a successful agency. 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 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in Gray, GA, and assist customers with their insurance and financial needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. Employees are not State Farm employees. Agents are responsible for employment decisions. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Insurance
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Financial Services Representative - State Farm Agent Team Member
role at
State Farm Agent . 10 months ago Be among the first 25 applicants. Role Description As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products supports your sales-minded and consultative approach to educating customers on their financial options. Your analytical skills make you a valuable resource to customers and a strong addition to a successful agency. 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 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in Gray, GA, and assist customers with their insurance and financial needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. Employees are not State Farm employees. Agents are responsible for employment decisions. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr