Financial Services Representative - State Farm Agent Team Member
Trent Wilkins - State Farm Agent, Mckinney, Texas, United States, 75070
Job Description
Benefits
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Paid time off
Parental leave
Training & development
Role Description As a Financial Services Representative - State Farm Agent Team Member with Trent Wilkins - 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 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
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Flexible work from home options available.
#J-18808-Ljbffr
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Paid time off
Parental leave
Training & development
Role Description As a Financial Services Representative - State Farm Agent Team Member with Trent Wilkins - 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 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
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Flexible work from home options available.
#J-18808-Ljbffr