State Farm
Financial Services Representative - State Farm Agent Team Member
State Farm, San Marino, California, us, 91118
Benefits:
Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Role Description:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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:
Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results.
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Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Role Description:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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:
Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results.
#J-18808-Ljbffr