Financial Services Representative - State Farm Agent Team Member

Tiona Petrouske - State Farm Agent

  • Green Bay, WI
  • 30+ days ago
  • Full-time

Highlights

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment 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

LocationGreen Bay, WI
Job TypeFull-time

Description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent,  you will successfully market the investment 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 6, 63, and 65 licenses minimum required, 7 and 66 accepted.

Similar Jobs

See more jobs