Financial Services Representative - State Farm Agent Team Member
Insurewithtraci, Waco, TX, United States
Financial Services Representative - State Farm Agent Team Member
Full Time in Waco, TX
Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Flexible schedule
Paid time off
Training & development
Role Description As a Financial Service Account Manager with Traci Plemons State Farm, 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, retirement 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.
Compensation $55,000.00 - $125,000.00 per year
Apply Now
State Farm agents are independent contractors who hire their own employees. State Farm agents & employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr
Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Flexible schedule
Paid time off
Training & development
Role Description As a Financial Service Account Manager with Traci Plemons State Farm, 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, retirement 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.
Compensation $55,000.00 - $125,000.00 per year
Apply Now
State Farm agents are independent contractors who hire their own employees. State Farm agents & employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr