Annuities, Business Growth, Business Support, Communication Skills, Customer Relations, Customer Satisfaction, Develop and Maintain Customers, Financial Services, Financial Strategy, Health Insurance, Industry/Trade Analysis, Insurance, Interpersonal Skills, Mutual Funds, Regulations, Regulatory Compliance, Series 6, Service Delivery, Training/Teaching
- 401(k)
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES:
· Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
· Build and maintain strong client relationships through exceptional service and follow-up.
· Develop and implement financial strategies tailored to client needs.
· Collaborate with the agency team to support business growth and client satisfaction.
· Stay current with industry trends, regulations, and product knowledge.
QUALIFICATIONS:
- · Active Series 6 & 65 licenses required.
· Strong interpersonal and communication skills.
· Self-motivated with a desire to grow within the financial services industry.
· Previous experience in financial services, insurance, or investments preferred.
· Commitment to ethical standards and compliance.
A
Angie Lewis - State Farm Agent