Financial Services Representative - State Farm Agent Team Member
Jackie Davis-Betserai - State Farm Agent, Canton, Michigan, United States
Job Description
Benefits:
401(k)
Bonus based on performance
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Role Description As a Financial Services Specialist with Jackie Davis Insurance Agency, 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. Full-time or Part-time work schedule available.
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 65 and 63 licenses, or ChFC preferred.
Base Pay + Commission + Bonus
This is a remote position.
#J-18808-Ljbffr
401(k)
Bonus based on performance
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Role Description As a Financial Services Specialist with Jackie Davis Insurance Agency, 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. Full-time or Part-time work schedule available.
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 65 and 63 licenses, or ChFC preferred.
Base Pay + Commission + Bonus
This is a remote position.
#J-18808-Ljbffr