Financial Services Representative - State Farm Agent Team Member
Jeff Bara - State Farm Agent, Amarillo, Texas, United States, 79161
Job Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Parental leave
Profit sharing
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jeff Bara - 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.
#J-18808-Ljbffr
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Parental leave
Profit sharing
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jeff Bara - 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.
#J-18808-Ljbffr