Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Finance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Training/Teaching
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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:
- College Degree in Finance or related field of study, or 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.
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Tim Keefe - State Farm Agent