Laceywainsurance
Financial Services Representative - State Farm Agent Team Member
Laceywainsurance, Lacey, Washington, us, 98509
Benefits
401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Role Description
As a Financial Services Representative - State Farm Agent Team Member with Kevin Hayward - 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
2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6, 63 and 65 licenses preferred. Flexible work from home options available.
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401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Role Description
As a Financial Services Representative - State Farm Agent Team Member with Kevin Hayward - 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
2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6, 63 and 65 licenses preferred. Flexible work from home options available.
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