As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson - 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.
Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.
RESPONSIBILITIES
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.