Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 65, Team Lead/Manager, Training/Teaching
- Renewals
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Peterson - 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:
- Lead the Team in Investment planning sales for both business and personal customer accounts.
- 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 65, 6, and 63 licenses preferred.
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Chad Peterson - State Farm Agent