Logo
Marc Nascimento - State Farm Agent

Financial Services Representative - State Farm Agent Team Member

Marc Nascimento - State Farm Agent, Cedar Park, Texas, United States, 78613

Save Job

Job Description

Job Description

Benefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance

ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento 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 and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.