Financial Services Representative - State Farm Agent Team Member
Kimlego, Jacksonville, FL, United States
Benefits:
Group Health
Teledoc
Base of $55K to $65K plus commission—potential of over six figures.
401(k)
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Role Description As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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.
Licensed in Financial Services- Series 6 or 63 licenses preferred.
#J-18808-Ljbffr
Group Health
Teledoc
Base of $55K to $65K plus commission—potential of over six figures.
401(k)
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Role Description As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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.
Licensed in Financial Services- Series 6 or 63 licenses preferred.
#J-18808-Ljbffr