Financial Services Representative - State Farm Agent Team Member

ROLE DESCRIPTION: As a financial services representative with the Ehrhardt Agency, you will successfully market the financial products that manage everyday risks and help achieve customer goals. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

ROLE DESCRIPTION:
As a financial services representative with the Ehrhardt Agency,  you will successfully market the financial products that manage everyday risks and help achieve customer goals. 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, and 65 licensed