Financial Services Representative - State Farm Agent Team Member

Kristi Kim - State Farm Agent

  • Chino Hills, CA
  • 9 days ago
  • $50,000–$60,000 Per Year
  • Full-time

Highlights

ROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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

LocationChino Hills, CA
Job TypeFull-time
Salary$50,000–$60,000 Per Year

Description

Benefits:
  • $400 in medical cost reimbursement
  • Simple IRA wiht 3% Match
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance


ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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.
  • Series 6/63/65 or SIE licenses preferred.

 
Compensation: $50,000.00 - $60,000.00 per year

Apply now and let us put you on the path to success.


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