Financial Services Representative - State Farm Agent Team Member

Lori Harrison - State Farm Agent

  • Bay City, MI
  • 18 days ago
  • Full-time

Highlights

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lori Harrison - 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.

Numbers & Facts

LocationBay City, MI
Job TypeFull-time

Description

Benefits:
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Lori Harrison - 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:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.

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