Financial Services Representative - State Farm Agent ...

Job DescriptionJob DescriptionBenefits:Company partiesCompetitive salaryFlexible schedulePaid time offParental leaveTraining & developmentROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Lori Harrison - 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.

Created: 2025-04-05