ROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, 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
Location
Campbell, CA
Job Type
Full-time
Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
State Farm Agent Financial Services Representative Team Member Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially rewarding?
ROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, 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 7, Series 6 and 63 licenses preferred.
Pay differential available for fluent Spanish speakers.