Financial Services Representative - State Farm Agent Team Member
Dougvalentine, Cedar Rapids, IA, United States
Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Profit sharing
Signing bonus
Training & development
Vision insurance
Role Description As a Financial Services Representative - State Farm Agent Team Member with Doug Valentine - 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.
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401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Profit sharing
Signing bonus
Training & development
Vision insurance
Role Description As a Financial Services Representative - State Farm Agent Team Member with Doug Valentine - 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