Bradley Beck
Financial Services Representative - State Farm Agent Team Member
Bradley Beck, Lafayette, Louisiana, United States, 70595
Benefits:
401(k) matching Bonus based on performance Competitive salary Paid time off Training & development ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Bradley Beck - 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:
Needs-based sales. Helping customers with Life & Disability Insurance. Meet monthly sales goals. 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 6, 63 and 65 licenses preferred.
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401(k) matching Bonus based on performance Competitive salary Paid time off Training & development ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Bradley Beck - 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:
Needs-based sales. Helping customers with Life & Disability Insurance. Meet monthly sales goals. 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 6, 63 and 65 licenses preferred.
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