Financial Services Representative - State Farm Agent Team Member

Clifton Ourso Jr - State Farm Agent

Baton Rouge, LA

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Investment Services, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7, Training/Teaching

LOCATION

Baton Rouge, LA

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Signing bonus
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - 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:

Provide clients with financial planning and investment advice.
Assist clients 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.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.

Financial Services Representative - State Farm Agent Team Member

Clifton Ourso Jr - State Farm Agent

Baton Rouge, LA

About the Company

Clifton Ourso Jr - State Farm Agent

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